Bigelow Investment 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 | – | Sell |
-2,505
| Closed | -$207K | – | 151 |
|
|
2025
Q1 | $207K | Buy |
+2,505
| New | +$207K | 0.1% | 143 |
|
|
2024
Q2 | – | Sell |
-2,509
| Closed | -$205K | – | 156 |
|
|
2024
Q1 | $205K | Sell |
2,509
-295
| -11% | -$24.1K | 0.1% | 153 |
|
|
2023
Q4 | $230K | Sell |
2,804
-1,234
| -31% | -$101K | 0.12% | 142 |
|
|
2023
Q3 | $327K | Sell |
4,038
-350
| -8% | -$28.3K | 0.19% | 117 |
|
|
2023
Q2 | $356K | Buy |
+4,388
| New | +$356K | 0.19% | 115 |
|
|
2023
Q1 | – | Sell |
-4,760
| Closed | -$386K | – | 113 |
|
|
2022
Q4 | $386K | Sell |
4,760
-413
| -8% | -$33.5K | 0.22% | 109 |
|
|
2022
Q3 | $420K | Sell |
5,173
-277
| -5% | -$22.5K | 0.25% | 101 |
|
|
2022
Q2 | $451K | Buy |
5,450
+2,597
| +91% | +$215K | 0.25% | 102 |
|
|
2022
Q1 | $238K | Buy |
+2,853
| New | +$238K | 0.11% | 138 |
|