Avidian Wealth Enterprises’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 | $348K | Hold |
4,199
| – | – | 0.01% | 409 |
|
|
2025
Q1 | $347K | Hold |
4,199
| – | – | 0.02% | 378 |
|
|
2024
Q4 | $344K | Sell |
4,199
-203
| -5% | -$16.6K | 0.02% | 372 |
|
|
2024
Q3 | $366K | Buy |
4,402
+203
| +5% | +$16.9K | 0.02% | 356 |
|
|
2024
Q2 | $343K | Sell |
4,199
-361
| -8% | -$29.5K | 0.01% | 355 |
|
|
2024
Q1 | $373K | Buy |
4,560
+256
| +6% | +$20.9K | 0.02% | 316 |
|
|
2023
Q4 | $353K | Sell |
4,304
-11
| -0.3% | -$902 | 0.02% | 314 |
|
|
2023
Q3 | $349K | Sell |
4,315
-2,326
| -35% | -$188K | 0.02% | 306 |
|
|
2023
Q2 | $538K | Sell |
6,641
-1,249
| -16% | -$101K | 0.04% | 254 |
|
|
2023
Q1 | $648K | Sell |
7,890
-675
| -8% | -$55.5K | 0.04% | 253 |
|
|
2022
Q4 | $695K | Buy |
8,565
+1,524
| +22% | +$124K | 0.05% | 225 |
|
|
2022
Q3 | $572K | Sell |
7,041
-2,565
| -27% | -$208K | 0.04% | 217 |
|
|
2022
Q2 | $795K | Buy |
9,606
+694
| +8% | +$57.4K | 0.06% | 195 |
|
|
2022
Q1 | $743K | Buy |
8,912
+472
| +6% | +$39.4K | 0.05% | 229 |
|
|
2021
Q4 | $722K | Buy |
+8,440
| New | +$722K | 0.04% | 232 |
|
|
2019
Q2 | – | Sell |
-2,415
| Closed | -$203K | – | 161 |
|
|
2019
Q1 | $203K | Buy |
+2,415
| New | +$203K | 0.05% | 128 |
|
|
2017
Q1 | – | Sell |
-35,214
| Closed | -$2.97M | – | 96 |
|
|
2016
Q4 | $2.97M | Buy |
35,214
+3,795
| +12% | +$321K | 1.3% | 16 |
|
|
2016
Q3 | $2.67M | Buy |
31,419
+5,198
| +20% | +$442K | 1.08% | 16 |
|
|
2016
Q2 | $2.24K | Hold |
26,221
| – | – | 0.81% | 20 |
|
|
2016
Q1 | $2.23M | Buy |
26,221
+7,450
| +40% | +$634K | 1.2% | 14 |
|
|
2015
Q4 | $1.58M | Buy |
18,771
+1,480
| +9% | +$125K | 0.77% | 13 |
|
|
2015
Q3 | $1.47M | Buy |
17,291
+2,065
| +14% | +$176K | 0.92% | 9 |
|
|
2015
Q2 | $1.29M | Buy |
+15,226
| New | +$1.29M | 0.54% | 14 |
|