Anchor Capital Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6M | Sell |
261,158
-160,117
| -38% | -$13.3M | 0.64% | 59 |
|
|
2025
Q1 | $34.9M | Sell |
421,275
-3,991
| -0.9% | -$330K | 1.04% | 42 |
|
|
2024
Q4 | $34.9M | Buy |
425,266
+1,836
| +0.4% | +$151K | 0.99% | 40 |
|
|
2024
Q3 | $35.2M | Sell |
423,430
-33,129
| -7% | -$2.75M | 0.94% | 48 |
|
|
2024
Q2 | $37.3M | Buy |
456,559
+223,703
| +96% | +$18.3M | 1.05% | 41 |
|
|
2024
Q1 | $19M | Buy |
232,856
+1,930
| +0.8% | +$158K | 0.5% | 66 |
|
|
2023
Q4 | $18.9M | Sell |
230,926
-16,037
| -6% | -$1.32M | 0.5% | 63 |
|
|
2023
Q3 | $20M | Buy |
246,963
+4,303
| +2% | +$348K | 0.56% | 59 |
|
|
2023
Q2 | $19.7M | Sell |
242,660
-90,546
| -27% | -$7.34M | 0.51% | 64 |
|
|
2023
Q1 | $27.4M | Buy |
333,206
+12,874
| +4% | +$1.06M | 0.72% | 49 |
|
|
2022
Q4 | $26M | Buy |
320,332
+235,237
| +276% | +$19.1M | 0.67% | 50 |
|
|
2022
Q3 | $6.91M | Buy |
+85,095
| New | +$6.91M | 0.19% | 104 |
|