Ancora 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
$8.75M Sell
105,645
-3,267
-3% -$271K 0.18% 115
2025
Q1
$9.01M Sell
108,912
-1,020
-0.9% -$84.4K 0.2% 109
2024
Q4
$9.01M Sell
109,932
-10,187
-8% -$835K 0.2% 109
2024
Q3
$9.99M Sell
120,119
-2,081
-2% -$173K 0.23% 95
2024
Q2
$9.98M Sell
122,200
-2,851
-2% -$233K 0.25% 83
2024
Q1
$10.2M Sell
125,051
-1,001
-0.8% -$81.9K 0.23% 85
2023
Q4
$10.3M Sell
126,052
-754
-0.6% -$61.9K 0.24% 79
2023
Q3
$10.3M Sell
126,806
-2,897
-2% -$235K 0.27% 71
2023
Q2
$10.5M Buy
129,703
+5,766
+5% +$468K 0.28% 72
2023
Q1
$10.2M Buy
123,937
+4,592
+4% +$377K 0.29% 68
2022
Q4
$9.69M Buy
119,345
+80,078
+204% +$6.5M 0.28% 65
2022
Q3
$3.19M Buy
39,267
+26,929
+218% +$2.19M 0.1% 175
2022
Q2
$1.02M Buy
12,338
+9,215
+295% +$763K 0.03% 348
2022
Q1
$260K Hold
3,123
0.01% 710
2021
Q4
$267K Sell
3,123
-1,136
-27% -$97.1K 0.01% 712
2021
Q3
$367K Buy
4,259
+2,571
+152% +$222K 0.01% 610
2021
Q2
$145K Hold
1,688
﹤0.01% 818
2021
Q1
$146K Hold
1,688
﹤0.01% 772
2020
Q4
$146K Sell
1,688
-59
-3% -$5.1K ﹤0.01% 660
2020
Q3
$151K Sell
1,747
-200
-10% -$17.3K 0.01% 630
2020
Q2
$169K Sell
1,947
-26,850
-93% -$2.33M 0.01% 599
2020
Q1
$2.5M Buy
28,797
+1,500
+5% +$130K 0.12% 189
2019
Q4
$2.31M Buy
27,297
+3,500
+15% +$296K 0.09% 227
2019
Q3
$2.02M Buy
23,797
+9,059
+61% +$768K 0.09% 225
2019
Q2
$1.25M Buy
+14,738
New +$1.25M 0.06% 257
2018
Q4
Sell
-738
Closed -$61K 1089
2018
Q3
$61K Buy
+738
New +$61K ﹤0.01% 852
2017
Q1
Sell
-1,080
Closed -$91K 1006
2016
Q4
$91K Buy
+1,080
New +$91K 0.01% 674
2014
Q3
Sell
-2,500
Closed -$211K 489
2014
Q2
$211K Sell
2,500
-500
-17% -$42.2K 0.03% 426
2014
Q1
$253K Hold
3,000
0.04% 377
2013
Q4
$253K Hold
3,000
0.04% 357
2013
Q3
$253K Hold
3,000
0.04% 335
2013
Q2
$253K Buy
+3,000
New +$253K 0.04% 343