Centerpoint Advisors’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 | $93K | Hold |
1,125
| – | – | 0.03% | 120 |
|
|
2025
Q1 | $93K | Buy |
1,125
+4
| +0.4% | +$331 | 0.03% | 126 |
|
|
2024
Q4 | $92K | Buy |
1,121
+86
| +8% | +$7.06K | 0.03% | 130 |
|
|
2024
Q3 | $86K | Sell |
1,035
-412
| -28% | -$34.2K | 0.03% | 133 |
|
|
2024
Q2 | $118K | Buy |
1,447
+18
| +1% | +$1.47K | 0.04% | 114 |
|
|
2024
Q1 | $117K | Buy |
1,429
+778
| +120% | +$63.7K | 0.04% | 110 |
|
|
2023
Q4 | $53K | Hold |
651
| – | – | 0.02% | 149 |
|
|
2023
Q3 | $53K | Hold |
651
| – | – | 0.02% | 148 |
|
|
2023
Q2 | $53K | Sell |
651
-406
| -38% | -$33.1K | 0.02% | 158 |
|
|
2023
Q1 | $87K | Buy |
1,057
+326
| +45% | +$26.8K | 0.04% | 131 |
|
|
2022
Q4 | $59K | Buy |
731
+281
| +62% | +$22.7K | 0.03% | 134 |
|
|
2022
Q3 | $37K | Sell |
450
-50
| -10% | -$4.11K | 0.02% | 147 |
|
|
2022
Q2 | $41K | Hold |
500
| – | – | 0.02% | 151 |
|
|
2022
Q1 | $42K | Sell |
500
-181
| -27% | -$15.2K | 0.02% | 159 |
|
|
2021
Q4 | $58K | Hold |
681
| – | – | 0.03% | 126 |
|
|
2021
Q3 | $59K | Buy |
681
+95
| +16% | +$8.23K | 0.03% | 120 |
|
|
2021
Q2 | $50K | Buy |
586
+131
| +29% | +$11.2K | 0.02% | 130 |
|
|
2021
Q1 | $39K | Sell |
455
-117
| -20% | -$10K | 0.02% | 112 |
|
|
2020
Q4 | $49K | Buy |
+572
| New | +$49K | 0.03% | 101 |
|