Atwood & Palmer’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 | $54.7M | Buy |
660,278
+99,345
| +18% | +$8.23M | 3.42% | 2 |
|
|
2025
Q1 | $46.4M | Buy |
560,933
+19,302
| +4% | +$1.6M | 3.22% | 4 |
|
|
2024
Q4 | $44.4M | Buy |
541,631
+35,312
| +7% | +$2.89M | 3.04% | 4 |
|
|
2024
Q3 | $42.1M | Buy |
506,319
+18,825
| +4% | +$1.57M | 2.86% | 7 |
|
|
2024
Q2 | $39.8M | Buy |
487,494
+5,320
| +1% | +$434K | 3.02% | 4 |
|
|
2024
Q1 | $39.4M | Buy |
482,174
+50,398
| +12% | +$4.12M | 2.99% | 5 |
|
|
2023
Q4 | $35.4M | Buy |
431,776
+8,474
| +2% | +$695K | 2.86% | 7 |
|
|
2023
Q3 | $34.3M | Buy |
423,302
+213,937
| +102% | +$17.3M | 3% | 4 |
|
|
2023
Q2 | $17M | Buy |
209,365
+7,710
| +4% | +$625K | 1.52% | 25 |
|
|
2023
Q1 | $16.6M | Buy |
201,655
+2,000
| +1% | +$164K | 1.56% | 24 |
|
|
2022
Q4 | $16.2M | Buy |
199,655
+19,475
| +11% | +$1.58M | 1.46% | 26 |
|
|
2022
Q3 | $14.6M | Buy |
+180,180
| New | +$14.6M | 1.45% | 27 |
|
|
2022
Q1 | – | Sell |
-868
| Closed | -$74K | – | 461 |
|
|
2021
Q4 | $74K | Hold |
868
| – | – | 0.01% | 208 |
|
|
2021
Q3 | $75K | Hold |
868
| – | – | 0.01% | 199 |
|
|
2021
Q2 | $75K | Hold |
868
| – | – | 0.01% | 198 |
|
|
2021
Q1 | $75K | Hold |
868
| – | – | 0.01% | 197 |
|
|
2020
Q4 | $75K | Hold |
868
| – | – | 0.01% | 186 |
|
|
2020
Q3 | $75K | Hold |
868
| – | – | 0.01% | 172 |
|
|
2020
Q2 | $75K | Hold |
868
| – | – | 0.01% | 170 |
|
|
2020
Q1 | $75K | Hold |
868
| – | – | 0.01% | 161 |
|
|
2019
Q4 | $73K | Hold |
868
| – | – | 0.01% | 168 |
|
|
2019
Q3 | $74K | Hold |
868
| – | – | 0.01% | 176 |
|
|
2019
Q2 | $74K | Hold |
868
| – | – | 0.01% | 164 |
|
|
2019
Q1 | $73K | Hold |
868
| – | – | 0.01% | 165 |
|
|
2018
Q4 | $73K | Hold |
868
| – | – | 0.01% | 164 |
|
|
2018
Q3 | $72K | Hold |
868
| – | – | 0.01% | 169 |
|
|
2018
Q2 | $72K | Hold |
868
| – | – | 0.01% | 168 |
|
|
2018
Q1 | $73K | Hold |
868
| – | – | 0.01% | 166 |
|
|
2017
Q4 | $73K | Hold |
868
| – | – | 0.01% | 168 |
|
|
2017
Q3 | $73K | Hold |
868
| – | – | 0.01% | 166 |
|
|
2017
Q2 | $73K | Hold |
868
| – | – | 0.01% | 172 |
|
|
2017
Q1 | $73K | Hold |
868
| – | – | 0.01% | 162 |
|
|
2016
Q4 | $73K | Hold |
868
| – | – | 0.01% | 152 |
|
|
2016
Q3 | $74K | Hold |
868
| – | – | 0.01% | 157 |
|
|
2016
Q2 | $74K | Hold |
868
| – | – | 0.01% | 159 |
|
|
2016
Q1 | $74K | Sell |
868
-20
| -2% | -$1.71K | 0.01% | 158 |
|
|
2015
Q4 | $75K | Hold |
888
| – | – | 0.01% | 184 |
|
|
2015
Q3 | $75K | Hold |
888
| – | – | 0.01% | 168 |
|
|
2015
Q2 | $75K | Hold |
888
| – | – | 0.01% | 176 |
|
|
2015
Q1 | $75K | Sell |
888
-354
| -29% | -$29.9K | 0.01% | 170 |
|
|
2014
Q4 | $105K | Hold |
1,242
| – | – | 0.02% | 163 |
|
|
2014
Q3 | $105K | Hold |
1,242
| – | – | 0.02% | 166 |
|
|
2014
Q2 | $105K | Buy |
+1,242
| New | +$105K | 0.03% | 155 |
|