Atria Investments’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 | $2.98M | Buy |
36,007
+10,749
| +43% | +$891K | 0.04% | 566 |
|
|
2025
Q1 | $2.09M | Buy |
25,258
+2,751
| +12% | +$228K | 0.03% | 685 |
|
|
2024
Q4 | $1.85M | Sell |
22,507
-11,148
| -33% | -$914K | 0.02% | 710 |
|
|
2024
Q3 | $2.8M | Sell |
33,655
-60,787
| -64% | -$5.05M | 0.03% | 556 |
|
|
2024
Q2 | $7.71M | Sell |
94,442
-34,373
| -27% | -$2.81M | 0.1% | 233 |
|
|
2024
Q1 | $10.5M | Buy |
128,815
+57,907
| +82% | +$4.74M | 0.15% | 161 |
|
|
2023
Q4 | $5.82M | Sell |
70,908
-59,188
| -45% | -$4.86M | 0.09% | 260 |
|
|
2023
Q3 | $10.5M | Buy |
130,096
+63,987
| +97% | +$5.18M | 0.19% | 121 |
|
|
2023
Q2 | $5.36M | Sell |
66,109
-81,011
| -55% | -$6.57M | 0.1% | 246 |
|
|
2023
Q1 | $12.1M | Buy |
147,120
+82,117
| +126% | +$6.75M | 0.23% | 98 |
|
|
2022
Q4 | $5.28M | Sell |
65,003
-210,777
| -76% | -$17.1M | 0.11% | 242 |
|
|
2022
Q3 | $22.4M | Buy |
275,780
+63,332
| +30% | +$5.14M | 0.49% | 31 |
|
|
2022
Q2 | $17.6M | Sell |
212,448
-27,005
| -11% | -$2.24M | 0.37% | 47 |
|
|
2022
Q1 | $20M | Buy |
239,453
+116,212
| +94% | +$9.69M | 0.35% | 54 |
|
|
2021
Q4 | $10.5M | Buy |
123,241
+1,714
| +1% | +$147K | 0.19% | 129 |
|
|
2021
Q3 | $10.5M | Sell |
121,527
-105,191
| -46% | -$9.06M | 0.19% | 124 |
|
|
2021
Q2 | $19.5M | Sell |
226,718
-48,152
| -18% | -$4.15M | 0.38% | 52 |
|
|
2021
Q1 | $23.7M | Buy |
274,870
+193,102
| +236% | +$16.7M | 0.52% | 33 |
|
|
2020
Q4 | $7.06M | Sell |
81,768
-169,898
| -68% | -$14.7M | 0.17% | 145 |
|
|
2020
Q3 | $21.8M | Sell |
251,666
-154,217
| -38% | -$13.3M | 0.66% | 26 |
|
|
2020
Q2 | $35.2M | Buy |
+405,883
| New | +$35.2M | 1.2% | 12 |
|
|
2020
Q1 | – | Sell |
-169,555
| Closed | -$14.3M | – | 1087 |
|
|
2019
Q4 | $14.3M | Sell |
169,555
-65,504
| -28% | -$5.54M | 0.39% | 48 |
|
|
2019
Q3 | $19.9M | Buy |
235,059
+42,168
| +22% | +$3.58M | 0.71% | 24 |
|
|
2019
Q2 | $16.4M | Sell |
192,891
-366,240
| -66% | -$31.1M | 0.61% | 27 |
|
|
2019
Q1 | $47M | Sell |
559,131
-367,743
| -40% | -$30.9M | 1.99% | 7 |
|
|
2018
Q4 | $77.5M | Buy |
926,874
+798,603
| +623% | +$66.8M | 3.43% | 5 |
|
|
2018
Q3 | $10.7M | Sell |
128,271
-330,049
| -72% | -$27.4M | 0.42% | 42 |
|
|
2018
Q2 | $38.2M | Buy |
458,320
+318,849
| +229% | +$26.6M | 1.68% | 7 |
|
|
2018
Q1 | $11.7M | Buy |
139,471
+79,592
| +133% | +$6.65M | 0.56% | 34 |
|
|
2017
Q4 | $5.02M | Sell |
59,879
-14,625
| -20% | -$1.23M | 0.25% | 70 |
|
|
2017
Q3 | $6.29M | Buy |
74,504
+16,155
| +28% | +$1.36M | 0.34% | 54 |
|
|
2017
Q2 | $4.93M | Sell |
58,349
-13,079
| -18% | -$1.11M | 0.3% | 57 |
|
|
2017
Q1 | $6.04M | Buy |
71,428
+3,768
| +6% | +$318K | 0.39% | 44 |
|
|
2016
Q4 | $5.71M | Buy |
67,660
+32,666
| +93% | +$2.76M | 0.44% | 39 |
|
|
2016
Q3 | $2.98M | Sell |
34,994
-12,548
| -26% | -$1.07M | 0.27% | 60 |
|
|
2016
Q2 | $4.05M | Sell |
47,542
-23,228
| -33% | -$1.98M | 0.44% | 33 |
|
|
2016
Q1 | $6.02M | Sell |
70,770
-29,015
| -29% | -$2.47M | 0.68% | 26 |
|
|
2015
Q4 | $8.44M | Sell |
99,785
-159,563
| -62% | -$13.5M | 0.93% | 18 |
|
|
2015
Q3 | $22M | Buy |
259,348
+216,729
| +509% | +$18.4M | 3.05% | 6 |
|
|
2015
Q2 | $3.62M | Buy |
42,619
+39,283
| +1,178% | +$3.33M | 0.42% | 37 |
|
|
2015
Q1 | $283K | Sell |
3,336
-9,537
| -74% | -$809K | 0.03% | 333 |
|
|
2014
Q4 | $1.09M | Buy |
12,873
+8,783
| +215% | +$742K | 0.12% | 149 |
|
|
2014
Q3 | $346K | Sell |
4,090
-2,591
| -39% | -$219K | 0.04% | 335 |
|
|
2014
Q2 | $565K | Sell |
6,681
-518
| -7% | -$43.8K | 0.06% | 259 |
|
|
2014
Q1 | $608K | Buy |
7,199
+1,727
| +32% | +$146K | 0.06% | 254 |
|
|
2013
Q4 | $462K | Sell |
5,472
-903
| -14% | -$76.2K | 0.05% | 302 |
|
|
2013
Q3 | $538K | Sell |
6,375
-1,797
| -22% | -$152K | 0.06% | 267 |
|
|
2013
Q2 | $689K | Buy |
+8,172
| New | +$689K | 0.08% | 146 |
|