Aveo Capital 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
Q1 | – | Sell |
-8,773
| Closed | -$719K | – | 300 |
|
|
2024
Q4 | $719K | Sell |
8,773
-4,993
| -36% | -$409K | 0.08% | 159 |
|
|
2024
Q3 | $1.14M | Sell |
13,766
-1,288
| -9% | -$107K | 0.12% | 123 |
|
|
2024
Q2 | $1.23M | Buy |
15,054
+148
| +1% | +$12.1K | 0.14% | 114 |
|
|
2024
Q1 | $1.21M | Sell |
14,906
-2,413
| -14% | -$196K | 0.13% | 127 |
|
|
2023
Q4 | $1.42M | Sell |
17,319
-652
| -4% | -$53.5K | 0.17% | 105 |
|
|
2023
Q3 | $1.46M | Sell |
17,971
-5,002
| -22% | -$405K | 0.19% | 102 |
|
|
2023
Q2 | $1.86M | Sell |
22,973
-2,038
| -8% | -$165K | 0.24% | 93 |
|
|
2023
Q1 | $2.05M | Buy |
25,011
+607
| +2% | +$49.9K | 0.27% | 83 |
|
|
2022
Q4 | $1.98M | Sell |
24,404
-28,236
| -54% | -$2.29M | 0.3% | 80 |
|
|
2022
Q3 | $4.28M | Sell |
52,640
-19,910
| -27% | -$1.62M | 0.74% | 29 |
|
|
2022
Q2 | $6.01M | Buy |
72,550
+41,007
| +130% | +$3.39M | 0.98% | 24 |
|
|
2022
Q1 | $2.63M | Sell |
31,543
-84,758
| -73% | -$7.06M | 0.46% | 60 |
|
|
2021
Q4 | $9.95M | Sell |
116,301
-52,920
| -31% | -$4.53M | 1.79% | 7 |
|
|
2021
Q3 | $14.6M | Buy |
169,221
+92,090
| +119% | +$7.93M | 3.04% | 5 |
|
|
2021
Q2 | $6.65M | Sell |
77,131
-30,865
| -29% | -$2.66M | 1.47% | 11 |
|
|
2021
Q1 | $9.32M | Buy |
107,996
+59,078
| +121% | +$5.1M | 2.35% | 6 |
|
|
2020
Q4 | $4.23M | Sell |
48,918
-208,399
| -81% | -$18M | 6.54% | 2 |
|
|
2020
Q3 | $22.3M | Buy |
257,317
+202,988
| +374% | +$17.6M | 8.01% | 1 |
|
|
2020
Q2 | $4.71M | Sell |
54,329
-168,893
| -76% | -$14.6M | 9.47% | 3 |
|
|
2020
Q1 | $19.3M | Buy |
223,222
+198,784
| +813% | +$17.2M | 9.41% | 1 |
|
|
2019
Q4 | $2.07M | Buy |
24,438
+1,257
| +5% | +$106K | 0.82% | 28 |
|
|
2019
Q3 | $1.96M | Sell |
23,181
-813
| -3% | -$68.8K | 0.81% | 33 |
|
|
2019
Q2 | $2.03M | Sell |
23,994
-14,431
| -38% | -$1.22M | 0.88% | 35 |
|
|
2019
Q1 | $3.23M | Sell |
38,425
-186
| -0.5% | -$15.6K | 1.49% | 12 |
|
|
2018
Q4 | $3.23M | Buy |
38,611
+32,112
| +494% | +$2.69M | 1.61% | 11 |
|
|
2018
Q3 | $539K | Sell |
6,499
-22,885
| -78% | -$1.9M | 0.24% | 67 |
|
|
2018
Q2 | $2.45M | Buy |
29,384
+24,235
| +471% | +$2.02M | 1.08% | 14 |
|
|
2018
Q1 | $430K | Buy |
5,149
+315
| +7% | +$26.3K | 0.18% | 79 |
|
|
2017
Q4 | $405K | Sell |
4,834
-6
| -0.1% | -$503 | 0.13% | 83 |
|
|
2017
Q3 | $409K | Sell |
4,840
-168
| -3% | -$14.2K | 0.14% | 78 |
|
|
2017
Q2 | $423K | Buy |
5,008
+302
| +6% | +$25.5K | 0.15% | 72 |
|
|
2017
Q1 | $398K | Sell |
4,706
-57,662
| -92% | -$4.88M | 0.15% | 74 |
|
|
2016
Q4 | $5.27M | Buy |
+62,368
| New | +$5.27M | 1.5% | 12 |
|