Castleview Partners’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 | $371K | Buy |
4,479
+1,490
| +50% | +$123K | 0.24% | 103 |
|
|
2025
Q1 | $247K | Sell |
2,989
-12,412
| -81% | -$1.03M | 0.17% | 147 |
|
|
2024
Q4 | $1.26M | Sell |
15,401
-2,272
| -13% | -$186K | 0.68% | 31 |
|
|
2024
Q3 | $1.47M | Buy |
17,673
+2,696
| +18% | +$224K | 0.85% | 22 |
|
|
2024
Q2 | $1.22M | Sell |
14,977
-973
| -6% | -$79.4K | 0.7% | 29 |
|
|
2024
Q1 | $1.3M | Sell |
15,950
-3,992
| -20% | -$326K | 0.73% | 24 |
|
|
2023
Q4 | $1.64M | Buy |
19,942
+12,021
| +152% | +$986K | 1.15% | 13 |
|
|
2023
Q3 | $641K | Buy |
7,921
+3,045
| +62% | +$247K | 0.59% | 31 |
|
|
2023
Q2 | $395K | Buy |
4,876
+175
| +4% | +$14.2K | 0.36% | 60 |
|
|
2023
Q1 | $386K | Sell |
4,701
-69
| -1% | -$5.67K | 0.34% | 70 |
|
|
2022
Q4 | $387K | Buy |
4,770
+241
| +5% | +$19.6K | 0.38% | 66 |
|
|
2022
Q3 | $368K | Buy |
4,529
+4,491
| +11,818% | +$365K | 0.35% | 65 |
|
|
2022
Q2 | $8.6K | Sell |
38
-420
| -92% | -$95K | 0.01% | 477 |
|
|
2022
Q1 | $38K | Sell |
458
-165,239
| -100% | -$13.7M | 0.02% | 378 |
|
|
2021
Q4 | $1.94K | Buy |
+165,697
| New | +$1.94K | 0.02% | 289 |
|