Aptus Capital 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 | $27.2M | Buy |
328,267
+194,040
| +145% | +$16.1M | 0.22% | 82 |
|
|
2025
Q1 | $11.1M | Sell |
134,227
-40,195
| -23% | -$3.33M | 0.11% | 163 |
|
|
2024
Q4 | $14.3M | Buy |
174,422
+171,201
| +5,315% | +$14M | 0.15% | 111 |
|
|
2024
Q3 | $268K | Buy |
3,221
+1,584
| +97% | +$132K | ﹤0.01% | 688 |
|
|
2024
Q2 | $134K | Sell |
1,637
-2
| -0.1% | -$163 | ﹤0.01% | 779 |
|
|
2024
Q1 | $134K | Sell |
1,639
-3,172
| -66% | -$259K | ﹤0.01% | 778 |
|
|
2023
Q4 | $395K | Buy |
4,811
+4,514
| +1,520% | +$370K | 0.01% | 419 |
|
|
2023
Q3 | $24K | Buy |
297
+2
| +0.7% | +$162 | ﹤0.01% | 733 |
|
|
2023
Q2 | $23.9K | Sell |
295
-1,050
| -78% | -$85.1K | ﹤0.01% | 628 |
|
|
2023
Q1 | $110K | Sell |
1,345
-11,830
| -90% | -$972K | ﹤0.01% | 512 |
|
|
2022
Q4 | $1.07M | Sell |
13,175
-7,494
| -36% | -$608K | 0.03% | 269 |
|
|
2022
Q3 | $1.68M | Buy |
20,669
+19,286
| +1,395% | +$1.57M | 0.04% | 213 |
|
|
2022
Q2 | $114K | Sell |
1,383
-119
| -8% | -$9.81K | ﹤0.01% | 405 |
|
|
2022
Q1 | $125K | Buy |
+1,502
| New | +$125K | ﹤0.01% | 442 |
|
|
2021
Q3 | – | Sell |
-151
| Closed | -$13K | – | 573 |
|
|
2021
Q2 | $13K | Buy |
151
+2
| +1% | +$172 | ﹤0.01% | 466 |
|
|
2021
Q1 | $13K | Sell |
149
-39
| -21% | -$3.4K | ﹤0.01% | 428 |
|
|
2020
Q4 | $16K | Buy |
+188
| New | +$16K | ﹤0.01% | 379 |
|
|
2020
Q2 | – | Sell |
-766
| Closed | -$66K | – | 434 |
|
|
2020
Q1 | $66K | Buy |
+766
| New | +$66K | 0.01% | 287 |
|
|
2019
Q1 | – | Sell |
-279,402
| Closed | -$23.4M | – | 309 |
|
|
2018
Q4 | $23.4M | Buy |
+279,402
| New | +$23.4M | 6.16% | 5 |
|