Apollon Wealth 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 | $1.11M | Sell |
13,443
-8,031
| -37% | -$665K | 0.02% | 520 |
|
|
2025
Q1 | $1.78M | Buy |
21,474
+125
| +0.6% | +$10.3K | 0.04% | 359 |
|
|
2024
Q4 | $1.75M | Sell |
21,349
-6,599
| -24% | -$541K | 0.04% | 367 |
|
|
2024
Q3 | $2.32M | Sell |
27,948
-1,878
| -6% | -$156K | 0.07% | 271 |
|
|
2024
Q2 | $2.44M | Sell |
29,826
-11,133
| -27% | -$909K | 0.07% | 239 |
|
|
2024
Q1 | $3.35M | Sell |
40,959
-24,833
| -38% | -$2.03M | 0.11% | 173 |
|
|
2023
Q4 | $5.4M | Buy |
65,792
+46,880
| +248% | +$3.85M | 0.19% | 97 |
|
|
2023
Q3 | $1.53M | Buy |
18,912
+4,723
| +33% | +$382K | 0.08% | 252 |
|
|
2023
Q2 | $1.15M | Buy |
14,189
+3,748
| +36% | +$304K | 0.06% | 353 |
|
|
2023
Q1 | $858K | Sell |
10,441
-1,820
| -15% | -$150K | 0.05% | 373 |
|
|
2022
Q4 | $995K | Sell |
12,261
-21,536
| -64% | -$1.75M | 0.07% | 297 |
|
|
2022
Q3 | $2.75M | Buy |
33,797
+7,655
| +29% | +$622K | 0.23% | 95 |
|
|
2022
Q2 | $2.16M | Buy |
26,142
+14,725
| +129% | +$1.22M | 0.18% | 121 |
|
|
2022
Q1 | $952K | Buy |
+11,417
| New | +$952K | 0.07% | 294 |
|