Archford Capital Strategies’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 | $2.45M | Sell |
29,593
-1,339
| -4% | -$111K | 0.31% | 78 |
|
|
2025
Q1 | $2.56M | Sell |
30,932
-405
| -1% | -$33.5K | 0.37% | 73 |
|
|
2024
Q4 | $2.57M | Sell |
31,337
-446
| -1% | -$36.6K | 0.39% | 64 |
|
|
2024
Q3 | $2.62M | Sell |
31,783
-368
| -1% | -$30.4K | 0.39% | 64 |
|
|
2024
Q2 | $2.63M | Buy |
32,151
+948
| +3% | +$77.4K | 0.43% | 62 |
|
|
2024
Q1 | $2.55M | Sell |
31,203
-1,423
| -4% | -$116K | 0.43% | 63 |
|
|
2023
Q4 | $2.68M | Buy |
32,626
+3,390
| +12% | +$278K | 0.49% | 50 |
|
|
2023
Q3 | $2.37M | Sell |
29,236
-66,896
| -70% | -$5.42M | 0.47% | 53 |
|
|
2023
Q2 | $7.79M | Buy |
96,132
+3,278
| +4% | +$266K | 1.48% | 14 |
|
|
2023
Q1 | $7.65M | Sell |
92,854
-33,855
| -27% | -$2.79M | 1.59% | 11 |
|
|
2022
Q4 | $10.3M | Buy |
+126,709
| New | +$10.3M | 2.36% | 6 |
|
|
2018
Q3 | – | Sell |
-883
| Closed | -$74K | – | 666 |
|
|
2018
Q2 | $74K | Sell |
883
-1,366
| -61% | -$114K | 0.03% | 268 |
|
|
2018
Q1 | $189K | Buy |
+2,249
| New | +$189K | 0.08% | 113 |
|
|
2017
Q2 | – | Sell |
-3,562
| Closed | -$301K | – | 549 |
|
|
2017
Q1 | $301K | Buy |
3,562
+345
| +11% | +$29.2K | 0.11% | 170 |
|
|
2016
Q4 | $271K | Buy |
3,217
+1,288
| +67% | +$109K | 0.11% | 156 |
|
|
2016
Q3 | $164K | Hold |
1,929
| – | – | 0.07% | 189 |
|
|
2016
Q2 | $165K | Buy |
+1,929
| New | +$165K | 0.09% | 167 |
|
|
2016
Q1 | – | Sell |
-2,367
| Closed | -$200K | – | 522 |
|
|
2015
Q4 | $200K | Buy |
2,367
+1
| +0% | +$84 | 0.09% | 167 |
|
|
2015
Q3 | $201K | Sell |
2,366
-345
| -13% | -$29.3K | 0.15% | 114 |
|
|
2015
Q2 | $230K | Sell |
2,711
-83
| -3% | -$7.04K | 0.16% | 108 |
|
|
2015
Q1 | $237K | Sell |
2,794
-19
| -0.7% | -$1.61K | 0.16% | 114 |
|
|
2014
Q4 | $238K | Sell |
2,813
-65
| -2% | -$5.5K | 0.18% | 117 |
|
|
2014
Q3 | $243K | Sell |
2,878
-41
| -1% | -$3.46K | 0.19% | 117 |
|
|
2014
Q2 | $247K | Buy |
2,919
+22
| +0.8% | +$1.86K | 0.19% | 113 |
|
|
2014
Q1 | $245K | Buy |
+2,897
| New | +$245K | 0.2% | 114 |
|