Autumn Glory Partners’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 | $272K | Sell |
3,278
-219
| -6% | -$18.1K | 0.13% | 154 |
|
|
2025
Q1 | $289K | Hold |
3,497
| – | – | 0.14% | 136 |
|
|
2024
Q4 | $287K | Sell |
3,497
-520
| -13% | -$42.6K | 0.14% | 136 |
|
|
2024
Q3 | $334K | Sell |
4,017
-390
| -9% | -$32.4K | 0.13% | 158 |
|
|
2024
Q2 | $360K | Hold |
4,407
| – | – | 0.18% | 112 |
|
|
2024
Q1 | $360K | Hold |
4,407
| – | – | 0.18% | 112 |
|
|
2023
Q4 | $362K | Sell |
4,407
-120
| -3% | -$9.86K | 0.21% | 106 |
|
|
2023
Q3 | $367K | Buy |
4,527
+288
| +7% | +$23.3K | 0.22% | 99 |
|
|
2023
Q2 | $344K | Sell |
4,239
-866
| -17% | -$70.2K | 0.25% | 95 |
|
|
2023
Q1 | $419K | Buy |
5,105
+458
| +10% | +$37.6K | 0.36% | 73 |
|
|
2022
Q4 | $377K | Buy |
4,647
+1,168
| +34% | +$94.8K | 0.2% | 128 |
|
|
2022
Q3 | $283K | Buy |
3,479
+665
| +24% | +$54.1K | 0.19% | 111 |
|
|
2022
Q2 | $233K | Buy |
+2,814
| New | +$233K | 0.17% | 128 |
|