Bleakley Financial Group’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 | $62.3M | Buy |
751,385
+210,463
| +39% | +$17.4M | 1.58% | 12 |
|
|
2025
Q1 | $44.8M | Sell |
540,922
-7,233
| -1% | -$598K | 1.44% | 14 |
|
|
2024
Q4 | $44.9M | Sell |
548,155
-18,105
| -3% | -$1.48M | 1.35% | 14 |
|
|
2024
Q3 | $47.1M | Sell |
566,260
-77,524
| -12% | -$6.45M | 1.44% | 14 |
|
|
2024
Q2 | $52.6M | Sell |
643,784
-68,848
| -10% | -$5.62M | 1.52% | 13 |
|
|
2024
Q1 | $58.3M | Sell |
712,632
-1,378
| -0.2% | -$113K | 1.69% | 11 |
|
|
2023
Q4 | $58.6M | Sell |
714,010
-9,609
| -1% | -$788K | 1.86% | 10 |
|
|
2023
Q3 | $58.6M | Sell |
723,619
-14,223
| -2% | -$1.15M | 2.07% | 9 |
|
|
2023
Q2 | $59.8M | Buy |
737,842
+10,056
| +1% | +$815K | 1.87% | 9 |
|
|
2023
Q1 | $59.8M | Buy |
727,786
+88,885
| +14% | +$7.3M | 2% | 10 |
|
|
2022
Q4 | $51.9M | Buy |
+638,901
| New | +$51.9M | 1.85% | 9 |
|