Apexium Financial’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 | $702K | Sell |
8,477
-94
| -1% | -$7.79K | 0.04% | 157 |
|
|
2025
Q1 | $709K | Sell |
8,571
-30
| -0.3% | -$2.48K | 0.04% | 146 |
|
|
2024
Q4 | $705K | Sell |
8,601
-1,378
| -14% | -$113K | 0.04% | 135 |
|
|
2024
Q3 | $830K | Sell |
9,979
-2,461
| -20% | -$205K | 0.05% | 107 |
|
|
2024
Q2 | $1.02M | Sell |
12,440
-1,239
| -9% | -$101K | 0.07% | 89 |
|
|
2024
Q1 | $1.12M | Sell |
13,679
-137
| -1% | -$11.2K | 0.08% | 86 |
|
|
2023
Q4 | $1.13M | Sell |
13,816
-8,728
| -39% | -$716K | 0.08% | 107 |
|
|
2023
Q3 | $1.83M | Sell |
22,544
-2,439
| -10% | -$197K | 0.18% | 55 |
|
|
2023
Q2 | $2.03M | Buy |
24,983
+54
| +0.2% | +$4.38K | 0.18% | 54 |
|
|
2023
Q1 | $2.05M | Sell |
24,929
-144
| -0.6% | -$11.8K | 0.2% | 52 |
|
|
2022
Q4 | $2.04M | Sell |
25,073
-4,004
| -14% | -$325K | 0.21% | 51 |
|
|
2022
Q3 | $2.36M | Buy |
29,077
+22,332
| +331% | +$1.81M | 0.29% | 45 |
|
|
2022
Q2 | $558K | Sell |
6,745
-128
| -2% | -$10.6K | 0.32% | 51 |
|
|
2022
Q1 | $582K | Sell |
6,873
-316
| -4% | -$26.8K | 0.31% | 45 |
|
|
2021
Q4 | $615K | Sell |
7,189
-11,632
| -62% | -$995K | 0.32% | 46 |
|
|
2021
Q3 | $1.62M | Sell |
18,821
-208
| -1% | -$17.9K | 0.94% | 23 |
|
|
2021
Q2 | $1.64M | Buy |
19,029
+12,458
| +190% | +$1.07M | 1.02% | 22 |
|
|
2021
Q1 | $567K | Buy |
6,571
+55
| +0.8% | +$4.75K | 0.42% | 40 |
|
|
2020
Q4 | $563K | Sell |
6,516
-59
| -0.9% | -$5.1K | 0.45% | 38 |
|
|
2020
Q3 | $569K | Buy |
6,575
+181
| +3% | +$15.7K | 0.46% | 36 |
|
|
2020
Q2 | $554K | Sell |
6,394
-339
| -5% | -$29.4K | 0.5% | 35 |
|
|
2020
Q1 | $584K | Buy |
6,733
+1,067
| +19% | +$92.5K | 0.77% | 27 |
|
|
2019
Q4 | $480K | Buy |
+5,666
| New | +$480K | 0.62% | 34 |
|
|
2018
Q4 | $345K | Buy |
+4,125
| New | +$345K | 3.31% | 11 |
|