Arkadios 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 | $3.69M | Buy |
44,549
+3,301
| +8% | +$274K | 0.11% | 205 |
|
|
2025
Q1 | $3.41M | Buy |
41,248
+28,456
| +222% | +$2.35M | 0.13% | 181 |
|
|
2024
Q4 | $1.05M | Buy |
12,792
+2,639
| +26% | +$216K | 0.06% | 322 |
|
|
2024
Q3 | $844K | Sell |
10,153
-204
| -2% | -$17K | 0.05% | 367 |
|
|
2024
Q2 | $846K | Buy |
10,357
+6,276
| +154% | +$512K | 0.06% | 318 |
|
|
2024
Q1 | $334K | Sell |
4,081
-2,250
| -36% | -$184K | 0.03% | 506 |
|
|
2023
Q4 | $519K | Sell |
6,331
-2,182
| -26% | -$179K | 0.04% | 361 |
|
|
2023
Q3 | $689K | Buy |
8,513
+3,410
| +67% | +$276K | 0.07% | 272 |
|
|
2023
Q2 | $414K | Sell |
5,103
-645
| -11% | -$52.3K | 0.05% | 356 |
|
|
2023
Q1 | $472K | Buy |
5,748
+992
| +21% | +$81.5K | 0.06% | 315 |
|
|
2022
Q4 | $386K | Buy |
+4,756
| New | +$386K | 0.05% | 341 |
|
|
2022
Q2 | – | Sell |
-6,578
| Closed | -$548K | – | 597 |
|
|
2022
Q1 | $548K | Buy |
6,578
+1,542
| +31% | +$128K | 0.07% | 292 |
|
|
2021
Q4 | $431K | Buy |
5,036
+4,504
| +847% | +$385K | 0.06% | 354 |
|
|
2021
Q3 | $45K | Sell |
532
-10,360
| -95% | -$876K | 0.01% | 911 |
|
|
2021
Q2 | $938K | Sell |
10,892
-2,081
| -16% | -$179K | 0.11% | 212 |
|
|
2021
Q1 | $1.12M | Sell |
12,973
-10,026
| -44% | -$864K | 0.18% | 140 |
|
|
2020
Q4 | $1.99M | Buy |
22,999
+14,851
| +182% | +$1.28M | 0.42% | 65 |
|
|
2020
Q3 | $704K | Buy |
8,148
+322
| +4% | +$27.8K | 0.35% | 60 |
|
|
2020
Q2 | $677K | Buy |
7,826
+5,824
| +291% | +$504K | 0.38% | 56 |
|
|
2020
Q1 | $174K | Sell |
2,002
-3,158
| -61% | -$274K | 0.11% | 161 |
|
|
2019
Q4 | $438K | Buy |
+5,160
| New | +$438K | 0.26% | 91 |
|