Arbor Trust Wealth 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 | $297K | Hold |
3,586
| – | – | 0.15% | 74 |
|
|
2025
Q1 | $297K | Hold |
3,586
| – | – | 0.14% | 81 |
|
|
2024
Q4 | $294K | Sell |
3,586
-205
| -5% | -$16.8K | 0.14% | 80 |
|
|
2024
Q3 | $310K | Hold |
3,791
| – | – | 0.16% | 78 |
|
|
2024
Q2 | $310K | Hold |
3,791
| – | – | 0.16% | 78 |
|
|
2024
Q1 | $307K | Buy |
3,791
+205
| +6% | +$16.6K | 0.17% | 81 |
|
|
2023
Q4 | $294K | Buy |
3,586
+620
| +21% | +$50.9K | 0.18% | 80 |
|
|
2023
Q3 | $240K | Hold |
2,966
| – | – | 0.16% | 79 |
|
|
2023
Q2 | $240K | Hold |
2,966
| – | – | 0.15% | 84 |
|
|
2023
Q1 | $244K | Hold |
2,966
| – | – | 0.16% | 85 |
|
|
2022
Q4 | $241K | Hold |
2,966
| – | – | 0.17% | 89 |
|
|
2022
Q3 | $241K | Hold |
2,966
| – | – | 0.18% | 83 |
|
|
2022
Q2 | $246K | Hold |
2,966
| – | – | 0.17% | 87 |
|
|
2022
Q1 | $247K | Hold |
2,966
| – | – | 0.15% | 91 |
|
|
2021
Q4 | $254K | Hold |
2,966
| – | – | 0.15% | 88 |
|
|
2021
Q3 | $256K | Hold |
2,966
| – | – | 0.16% | 87 |
|
|
2021
Q2 | $256K | Hold |
2,966
| – | – | 0.16% | 86 |
|
|
2021
Q1 | $256K | Sell |
2,966
-38
| -1% | -$3.28K | 0.17% | 82 |
|
|
2020
Q4 | $259K | Buy |
3,004
+38
| +1% | +$3.28K | 0.19% | 75 |
|
|
2020
Q3 | $257K | Hold |
2,966
| – | – | 0.22% | 68 |
|
|
2020
Q2 | $257K | Hold |
2,966
| – | – | 0.23% | 70 |
|
|
2020
Q1 | $257K | Buy |
+2,966
| New | +$257K | 0.27% | 69 |
|