Blue Trust Inc’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
$303K Hold
3,652
﹤0.01% 626
2025
Q1
$302K Sell
3,652
-225
-6% -$18.6K ﹤0.01% 565
2024
Q4
$318K Sell
3,877
-2,047
-35% -$168K ﹤0.01% 511
2024
Q3
$484K Sell
5,924
-2,106
-26% -$172K 0.01% 481
2024
Q2
$657K Hold
8,030
0.01% 300
2024
Q1
$657K Sell
8,030
-10,895
-58% -$891K 0.01% 236
2023
Q4
$1.53M Sell
18,925
-19,985
-51% -$1.62M 0.02% 129
2023
Q3
$3.16M Sell
38,910
-21,234
-35% -$1.72M 0.05% 80
2023
Q2
$4.94M Sell
60,144
-36,726
-38% -$3.02M 0.08% 62
2023
Q1
$7.86M Buy
96,870
+5,368
+6% +$436K 0.13% 54
2022
Q4
$7.43M Sell
91,502
-25,347
-22% -$2.06M 0.13% 52
2022
Q3
$9.67M Sell
116,849
-18,921
-14% -$1.57M 0.17% 43
2022
Q2
$11.3M Buy
+135,770
New +$11.3M 0.18% 46