Beacon Pointe Advisors’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 | $3.23M | Buy |
38,929
+1,821
| +5% | +$151K | 0.03% | 390 |
|
|
2025
Q1 | $3.07M | Sell |
37,108
-1,436
| -4% | -$119K | 0.03% | 377 |
|
|
2024
Q4 | $3.16M | Sell |
38,544
-9,098
| -19% | -$746K | 0.04% | 353 |
|
|
2024
Q3 | $3.96M | Sell |
47,642
-10,014
| -17% | -$833K | 0.05% | 336 |
|
|
2024
Q2 | $4.71M | Sell |
57,656
-3,418
| -6% | -$279K | 0.06% | 297 |
|
|
2024
Q1 | $4.99M | Buy |
61,074
+8,087
| +15% | +$661K | 0.06% | 288 |
|
|
2023
Q4 | $4.35M | Sell |
52,987
-14,405
| -21% | -$1.18M | 0.05% | 312 |
|
|
2023
Q3 | $5.46M | Sell |
67,392
-15,943
| -19% | -$1.29M | 0.07% | 249 |
|
|
2023
Q2 | $6.76M | Sell |
83,335
-12,428
| -13% | -$1.01M | 0.11% | 174 |
|
|
2023
Q1 | $7.87M | Sell |
95,763
-3,847
| -4% | -$316K | 0.13% | 158 |
|
|
2022
Q4 | $8.09M | Sell |
99,610
-61,049
| -38% | -$4.96M | 0.16% | 135 |
|
|
2022
Q3 | $13M | Buy |
160,659
+16,794
| +12% | +$1.36M | 0.29% | 82 |
|
|
2022
Q2 | $11.9M | Buy |
143,865
+47,314
| +49% | +$3.92M | 0.25% | 95 |
|
|
2022
Q1 | $8.05M | Buy |
96,551
+85,177
| +749% | +$7.1M | 0.11% | 188 |
|
|
2021
Q4 | $973K | Buy |
11,374
+4,597
| +68% | +$393K | 0.03% | 384 |
|
|
2021
Q3 | $584K | Sell |
6,777
-6,090
| -47% | -$525K | 0.01% | 512 |
|
|
2021
Q2 | $1.11M | Sell |
12,867
-11,502
| -47% | -$991K | 0.04% | 321 |
|
|
2021
Q1 | $2.1M | Buy |
24,369
+12,127
| +99% | +$1.04M | 0.13% | 141 |
|
|
2020
Q4 | $1.05M | Buy |
12,242
+2,083
| +21% | +$179K | 0.07% | 189 |
|
|
2020
Q3 | $879K | Sell |
10,159
-8,144
| -44% | -$705K | 0.09% | 178 |
|
|
2020
Q2 | $1.58M | Buy |
18,303
+14,942
| +445% | +$1.29M | 0.16% | 125 |
|
|
2020
Q1 | $291K | Sell |
3,361
-991
| -23% | -$85.8K | 0.05% | 239 |
|
|
2019
Q4 | $368K | Buy |
+4,352
| New | +$368K | 0.11% | 152 |
|