Capital Advisory Group Advisory Services’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 | $1.9M | Buy |
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|
2025
Q1 | $1.86M | Sell |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $2.14M | Buy |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $1.79M | Buy |
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|
2023
Q4 | $1.73M | Sell |
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|
2023
Q3 | $1.71M | Sell |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $1.17M | Buy |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $994K | Buy |
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|
2022
Q2 | $864K | Buy |
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|
2022
Q1 | $863K | Buy |
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|
2021
Q4 | $873K | Sell |
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|
2021
Q3 | $883K | Sell |
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|
2021
Q2 | $1.67M | Sell |
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|
2021
Q1 | $2.91M | Sell |
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|
2020
Q4 | $3.27M | Sell |
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|
2020
Q3 | $3.29M | Sell |
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|
2020
Q2 | $3.42M | Buy |
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|
2020
Q1 | $1.77M | Buy |
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|
2019
Q4 | $6K | Hold |
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|
2019
Q3 | $6K | Buy |
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