Anchor Investment Management’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 | – | Sell |
-124
| Closed | -$10.3K | – | 1069 |
|
|
2025
Q1 | $10.3K | Sell |
124
-150
| -55% | -$12.4K | ﹤0.01% | 787 |
|
|
2024
Q4 | $22.5K | Sell |
274
-245
| -47% | -$20.1K | ﹤0.01% | 693 |
|
|
2024
Q3 | $43.2K | Sell |
519
-122
| -19% | -$10.1K | ﹤0.01% | 587 |
|
|
2024
Q2 | $52.3K | Hold |
641
| – | – | 0.01% | 507 |
|
|
2024
Q1 | $52.4K | Sell |
641
-700
| -52% | -$57.2K | 0.01% | 521 |
|
|
2023
Q4 | $110K | Sell |
1,341
-659
| -33% | -$54.1K | 0.01% | 432 |
|
|
2023
Q3 | $162K | Sell |
2,000
-600
| -23% | -$48.6K | 0.02% | 369 |
|
|
2023
Q2 | $211K | Buy |
2,600
+100
| +4% | +$8.11K | 0.03% | 331 |
|
|
2023
Q1 | $205K | Buy |
2,500
+141
| +6% | +$11.6K | 0.03% | 341 |
|
|
2022
Q4 | $192K | Sell |
2,359
-8,100
| -77% | -$658K | 0.03% | 344 |
|
|
2022
Q3 | $849K | Sell |
10,459
-7,710
| -42% | -$626K | 0.13% | 160 |
|
|
2022
Q2 | $1.5M | Hold |
18,169
| – | – | 0.22% | 119 |
|
|
2022
Q1 | $1.51M | Hold |
18,169
| – | – | 0.19% | 132 |
|
|
2021
Q4 | $1.55M | Buy |
18,169
+70
| +0.4% | +$5.99K | 0.19% | 118 |
|
|
2021
Q3 | $1.56M | Hold |
18,099
| – | – | 0.22% | 111 |
|
|
2021
Q2 | $1.56M | Sell |
18,099
-477
| -3% | -$41.1K | 0.22% | 117 |
|
|
2021
Q1 | $1.6M | Buy |
18,576
+16,940
| +1,035% | +$1.46M | 0.24% | 105 |
|
|
2020
Q4 | $141K | Buy |
1,636
+400
| +32% | +$34.6K | 0.03% | 341 |
|
|
2020
Q3 | $107K | Hold |
1,236
| – | – | 0.02% | 351 |
|
|
2020
Q2 | $107K | Hold |
1,236
| – | – | 0.02% | 340 |
|
|
2020
Q1 | $107K | Hold |
1,236
| – | – | 0.03% | 328 |
|
|
2019
Q4 | $105K | Sell |
1,236
-577
| -32% | -$48.8K | 0.02% | 363 |
|
|
2019
Q3 | $154K | Hold |
1,813
| – | – | 0.04% | 320 |
|
|
2019
Q2 | $154K | Hold |
1,813
| – | – | 0.04% | 323 |
|
|
2019
Q1 | $153K | Sell |
1,813
-600
| -25% | -$50.5K | 0.04% | 324 |
|
|
2018
Q4 | $202K | Sell |
2,413
-640
| -21% | -$53.5K | 0.06% | 268 |
|
|
2018
Q3 | $254K | Hold |
3,053
| – | – | 0.06% | 264 |
|
|
2018
Q2 | $255K | Hold |
3,053
| – | – | 0.06% | 261 |
|
|
2018
Q1 | $255K | Sell |
3,053
-100
| -3% | -$8.36K | 0.07% | 259 |
|
|
2017
Q4 | $264K | Buy |
3,153
+1,329
| +73% | +$111K | 0.07% | 245 |
|
|
2017
Q3 | $154K | Buy |
1,824
+270
| +17% | +$22.8K | 0.05% | 292 |
|
|
2017
Q2 | $131K | Hold |
1,554
| – | – | 0.04% | 289 |
|
|
2017
Q1 | $131K | Hold |
1,554
| – | – | 0.05% | 287 |
|
|
2016
Q4 | $131K | Hold |
1,554
| – | – | 0.05% | 271 |
|
|
2016
Q3 | $132K | Hold |
1,554
| – | – | 0.05% | 260 |
|
|
2016
Q2 | $133K | Hold |
1,554
| – | – | 0.05% | 258 |
|
|
2016
Q1 | $132K | Buy |
+1,554
| New | +$132K | 0.05% | 252 |
|