Avantax Advisory Services’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 | $6.23M | Sell |
75,168
-14,023
| -16% | -$1.16M | 0.03% | 383 |
|
|
2025
Q1 | $7.38M | Sell |
89,191
-10,320
| -10% | -$854K | 0.04% | 316 |
|
|
2024
Q4 | $8.16M | Sell |
99,511
-4,873
| -5% | -$399K | 0.05% | 271 |
|
|
2024
Q3 | $8.68M | Buy |
104,384
+8,138
| +8% | +$677K | 0.06% | 258 |
|
|
2024
Q2 | $7.86M | Buy |
96,246
+38,000
| +65% | +$3.1M | 0.06% | 259 |
|
|
2024
Q1 | $4.76M | Sell |
58,246
-44,837
| -43% | -$3.67M | 0.04% | 316 |
|
|
2023
Q4 | $8.46M | Buy |
103,083
+32,202
| +45% | +$2.64M | 0.08% | 189 |
|
|
2023
Q3 | $5.74M | Sell |
70,881
-29,249
| -29% | -$2.37M | 0.06% | 222 |
|
|
2023
Q2 | $8.12M | Sell |
100,130
-686
| -0.7% | -$55.6K | 0.09% | 171 |
|
|
2023
Q1 | $8.28M | Sell |
100,816
-10,253
| -9% | -$842K | 0.1% | 159 |
|
|
2022
Q4 | $9.02M | Buy |
111,069
+32,617
| +42% | +$2.65M | 0.12% | 143 |
|
|
2022
Q3 | $6.37M | Buy |
78,452
+28,183
| +56% | +$2.29M | 0.1% | 164 |
|
|
2022
Q2 | $4.16M | Buy |
50,269
+12,262
| +32% | +$1.02M | 0.06% | 231 |
|
|
2022
Q1 | $3.17M | Buy |
38,007
+1,283
| +3% | +$107K | 0.04% | 289 |
|
|
2021
Q4 | $3.14M | Sell |
36,724
-7,526
| -17% | -$644K | 0.05% | 281 |
|
|
2021
Q3 | $3.8M | Buy |
44,250
+6,096
| +16% | +$524K | 0.06% | 223 |
|
|
2021
Q2 | $3.28M | Sell |
38,154
-10,047
| -21% | -$865K | 0.06% | 242 |
|
|
2021
Q1 | $4.16M | Buy |
48,201
+35,041
| +266% | +$3.02M | 0.09% | 175 |
|
|
2020
Q4 | $1.14M | Sell |
13,160
-73,360
| -85% | -$6.33M | 0.03% | 371 |
|
|
2020
Q3 | $7.48M | Buy |
86,520
+61,136
| +241% | +$5.29M | 0.12% | 139 |
|
|
2020
Q2 | $2.2M | Sell |
25,384
-1,933
| -7% | -$167K | 0.06% | 205 |
|
|
2020
Q1 | $2.36M | Buy |
27,317
+12,539
| +85% | +$1.08M | 0.07% | 165 |
|
|
2019
Q4 | $1.25M | Buy |
14,778
+6,585
| +80% | +$558K | 0.03% | 292 |
|
|
2019
Q3 | $696K | Buy |
8,193
+3,155
| +63% | +$268K | 0.03% | 268 |
|
|
2019
Q2 | $427K | Buy |
5,038
+2,374
| +89% | +$201K | 0.02% | 321 |
|
|
2019
Q1 | $224K | Sell |
2,664
-661
| -20% | -$55.6K | 0.01% | 432 |
|
|
2018
Q4 | $278K | Buy |
+3,325
| New | +$278K | 0.05% | 310 |
|