Ballast Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
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2025
Q1 | $247K | Sell |
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|
2024
Q4 | $302K | Sell |
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|
2024
Q3 | $377K | Sell |
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|
2024
Q2 | $452K | Sell |
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|
2024
Q1 | $513K | Sell |
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|
2023
Q4 | $617K | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.67M | Sell |
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|
2023
Q1 | $1.79M | Sell |
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|
2022
Q4 | $1.97M | Sell |
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|
2022
Q3 | $2.24M | Sell |
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|
2022
Q2 | $2.46M | Sell |
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|
2022
Q1 | $2.58M | Buy |
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|
2021
Q4 | $2.62M | Sell |
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|
2021
Q3 | $2.66M | Buy |
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|
2021
Q2 | $2.66M | Sell |
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|
2021
Q1 | $2.7M | Sell |
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|
2020
Q4 | $2.76M | Sell |
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|
2020
Q3 | $2.77M | Buy |
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|
2020
Q2 | $2.03M | Buy |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $235K | Buy |
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