CBIZ Investment Advisory Services’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 | – | Sell |
-20
| Closed | -$1.66K | – | 739 |
|
|
2025
Q1 | $1.66K | Sell |
20
-259
| -93% | -$21.5K | ﹤0.01% | 500 |
|
|
2024
Q4 | $22.9K | Buy |
279
+4
| +1% | +$328 | ﹤0.01% | 202 |
|
|
2024
Q3 | $22.9K | Buy |
275
+2
| +0.7% | +$167 | ﹤0.01% | 168 |
|
|
2024
Q2 | $22.3K | Buy |
+273
| New | +$22.3K | ﹤0.01% | 153 |
|
|
2024
Q1 | – | Sell |
-3,522
| Closed | -$289K | – | 359 |
|
|
2023
Q4 | $289K | Buy |
+3,522
| New | +$289K | 0.02% | 37 |
|