Beacon Pointe 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 | $3.23M | Buy |
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2025
Q1 | $3.07M | Sell |
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|
2024
Q4 | $3.16M | Sell |
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|
2024
Q3 | $3.96M | Sell |
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|
2024
Q2 | $4.71M | Sell |
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|
2024
Q1 | $4.99M | Buy |
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|
2023
Q4 | $4.35M | Sell |
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|
2023
Q3 | $5.46M | Sell |
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|
2023
Q2 | $6.76M | Sell |
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|
2023
Q1 | $7.87M | Sell |
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|
2022
Q4 | $8.09M | Sell |
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|
2022
Q3 | $13M | Buy |
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|
2022
Q2 | $11.9M | Buy |
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|
2022
Q1 | $8.05M | Buy |
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|
2021
Q4 | $973K | Buy |
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|
2021
Q3 | $584K | Sell |
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|
2021
Q2 | $1.11M | Sell |
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|
2021
Q1 | $2.1M | Buy |
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|
2020
Q4 | $1.05M | Buy |
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|
2020
Q3 | $879K | Sell |
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|
2020
Q2 | $1.58M | Buy |
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|
2020
Q1 | $291K | Sell |
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|
2019
Q4 | $368K | Buy |
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