Arax Advisory Partners’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 | $96.3K | Buy |
1,115
+361
| +48% | +$31.2K | ﹤0.01% | 946 |
|
2025
Q1 | $62.4K | Sell |
754
-3,271
| -81% | -$271K | ﹤0.01% | 876 |
|
2024
Q4 | $330K | Buy |
+4,025
| New | +$330K | 0.02% | 382 |
|
2024
Q2 | – | Sell |
-40
| Closed | -$3.24K | – | 2574 |
|
2024
Q1 | $3.24K | Buy |
40
+4
| +11% | +$324 | ﹤0.01% | 973 |
|
2023
Q4 | $2.98K | Buy |
+36
| New | +$2.98K | ﹤0.01% | 969 |
|
2023
Q3 | – | Sell |
-127
| Closed | -$10.3K | – | 1361 |
|
2023
Q2 | $10.3K | Buy |
+127
| New | +$10.3K | ﹤0.01% | 697 |
|
2020
Q4 | – | Sell |
-555
| Closed | -$48K | – | 757 |
|
2020
Q3 | $48K | Sell |
555
-550
| -50% | -$47.6K | 0.01% | 390 |
|
2020
Q2 | $96K | Buy |
+1,105
| New | +$96K | 0.02% | 267 |
|