Atticus Wealth Management’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 | – | Hold |
0
| – | -$1 | – | 694 |
|
|
2025
Q1 | – | Hold |
0
| – | -$1 | – | 512 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 530 |
|
|
2024
Q3 | – | Sell |
-9
| Closed | -$736 | – | 553 |
|
|
2024
Q2 | $736 | Sell |
9
-540
| -98% | -$44.2K | ﹤0.01% | 496 |
|
|
2024
Q1 | $44.9K | Buy |
549
+237
| +76% | +$19.4K | 0.01% | 250 |
|
|
2023
Q4 | $25.6K | Sell |
312
-3,624
| -92% | -$297K | 0.01% | 307 |
|
|
2023
Q3 | $319K | Sell |
3,936
-400
| -9% | -$32.4K | 0.12% | 96 |
|
|
2023
Q2 | $352K | Sell |
4,336
-76
| -2% | -$6.16K | 0.13% | 91 |
|
|
2023
Q1 | $363K | Buy |
4,412
+3,894
| +752% | +$320K | 0.14% | 89 |
|
|
2022
Q4 | $42K | Buy |
+518
| New | +$42K | 0.02% | 272 |
|
|
2022
Q3 | – | Sell |
-5,896
| Closed | -$488K | – | 620 |
|
|
2022
Q2 | $488K | Sell |
5,896
-275
| -4% | -$22.8K | 0.2% | 77 |
|
|
2022
Q1 | $514K | Buy |
6,171
+1,296
| +27% | +$108K | 0.19% | 86 |
|
|
2021
Q4 | $417K | Buy |
4,875
+3,416
| +234% | +$292K | 0.16% | 84 |
|
|
2021
Q3 | $126K | Sell |
1,459
-2,535
| -63% | -$219K | 0.06% | 136 |
|
|
2021
Q2 | $344K | Sell |
3,994
-1,127
| -22% | -$97.1K | 0.15% | 86 |
|
|
2021
Q1 | $442K | Sell |
5,121
-50,025
| -91% | -$4.32M | 0.21% | 67 |
|
|
2020
Q4 | $4.76M | Buy |
55,146
+6,331
| +13% | +$547K | 2.4% | 9 |
|
|
2020
Q3 | $4.22M | Buy |
48,815
+9,802
| +25% | +$848K | 2.52% | 10 |
|
|
2020
Q2 | $3.38M | Buy |
39,013
+38,967
| +84,711% | +$3.38M | 2.23% | 10 |
|
|
2020
Q1 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 260 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 405 |
|