Apella Capital’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 | $4.14M | Sell |
50,276
-3,002
| -6% | -$247K | 0.11% | 121 |
|
|
2025
Q1 | $4.4M | Sell |
53,278
-8,630
| -14% | -$713K | 0.15% | 95 |
|
|
2024
Q4 | $5.08M | Sell |
61,908
-2,382
| -4% | -$195K | 0.19% | 78 |
|
|
2024
Q3 | $5.33M | Buy |
64,290
+1,119
| +2% | +$92.8K | 0.22% | 63 |
|
|
2024
Q2 | $5.16M | Sell |
63,171
-1,344
| -2% | -$110K | 0.23% | 63 |
|
|
2024
Q1 | $5.25M | Sell |
64,515
-530
| -0.8% | -$43.1K | 0.26% | 63 |
|
|
2023
Q4 | $5.33M | Sell |
65,045
-9,985
| -13% | -$818K | 0.3% | 63 |
|
|
2023
Q3 | $6.08M | Buy |
75,030
+4,240
| +6% | +$343K | 0.43% | 49 |
|
|
2023
Q2 | $5.74M | Buy |
+70,790
| New | +$5.74M | 0.41% | 51 |
|
|
2022
Q4 | $4.5M | Buy |
55,490
+10,728
| +24% | +$871K | 0.41% | 52 |
|
|
2022
Q3 | $3.64M | Buy |
44,762
+6,458
| +17% | +$524K | 0.42% | 52 |
|
|
2022
Q2 | $3.17M | Buy |
38,304
+6,378
| +20% | +$528K | 0.38% | 54 |
|
|
2022
Q1 | $2.66M | Buy |
31,926
+2,202
| +7% | +$184K | 0.37% | 48 |
|
|
2021
Q4 | $2.54M | Buy |
29,724
+5,682
| +24% | +$486K | 0.32% | 53 |
|
|
2021
Q3 | $2.07M | Buy |
24,042
+5,043
| +27% | +$434K | 0.3% | 68 |
|
|
2021
Q2 | $1.64M | Buy |
18,999
+5,490
| +41% | +$473K | 0.27% | 69 |
|
|
2021
Q1 | $1.17M | Buy |
13,509
+1,585
| +13% | +$137K | 0.37% | 52 |
|
|
2020
Q4 | $1.03M | Sell |
11,924
-80
| -0.7% | -$6.91K | 0.36% | 60 |
|
|
2020
Q3 | $1.04M | Buy |
12,004
+578
| +5% | +$50K | 0.42% | 56 |
|
|
2020
Q2 | $990K | Buy |
11,426
+2,192
| +24% | +$190K | 0.46% | 52 |
|
|
2020
Q1 | $800K | Buy |
+9,234
| New | +$800K | 0.47% | 52 |
|