Caprock 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
Q1 | $708K | Buy |
+8,554
| New | +$708K | 0.02% | 583 |
|
|
2021
Q2 | – | Sell |
-3,532
| Closed | -$305K | – | 554 |
|
|
2021
Q1 | $305K | Buy |
3,532
+1
| +0% | +$86 | 0.03% | 333 |
|
|
2020
Q4 | $305K | Buy |
3,531
+5
| +0.1% | +$432 | 0.03% | 323 |
|
|
2020
Q3 | $305K | Buy |
3,526
+5
| +0.1% | +$433 | 0.04% | 291 |
|
|
2020
Q2 | $305K | Sell |
3,521
-156
| -4% | -$13.5K | 0.05% | 287 |
|
|
2020
Q1 | $319K | Sell |
3,677
-226
| -6% | -$19.6K | 0.06% | 225 |
|
|
2019
Q4 | $330K | Buy |
+3,903
| New | +$330K | 0.06% | 232 |
|