Cetera Investment Advisers’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 | $59.8M | Buy |
721,292
+119,978
| +20% | +$9.94M | 0.1% | 196 |
|
|
2025
Q1 | $49.7M | Sell |
601,314
-361,385
| -38% | -$29.9M | 0.1% | 216 |
|
|
2024
Q4 | $78.9M | Sell |
962,699
-32,031
| -3% | -$2.63M | 0.17% | 122 |
|
|
2024
Q3 | $82.7M | Buy |
994,730
+413,944
| +71% | +$34.4M | 0.18% | 113 |
|
|
2024
Q2 | $47.4M | Buy |
580,786
+40,358
| +7% | +$3.3M | 0.11% | 174 |
|
|
2024
Q1 | $44.2M | Buy |
540,428
+80,051
| +17% | +$6.55M | 0.1% | 190 |
|
|
2023
Q4 | $37.8M | Buy |
460,377
+26,960
| +6% | +$2.21M | 0.31% | 58 |
|
|
2023
Q3 | $35.1M | Buy |
433,417
+87,747
| +25% | +$7.1M | 0.3% | 58 |
|
|
2023
Q2 | $28M | Sell |
345,670
-71,485
| -17% | -$5.8M | 0.24% | 80 |
|
|
2023
Q1 | $34.3M | Buy |
417,155
+19,152
| +5% | +$1.57M | 0.3% | 54 |
|
|
2022
Q4 | $32.3M | Buy |
398,003
+107,843
| +37% | +$8.75M | 0.3% | 61 |
|
|
2022
Q3 | $23.6M | Buy |
290,160
+41,525
| +17% | +$3.37M | 0.47% | 31 |
|
|
2022
Q2 | $20.6M | Buy |
248,635
+9,360
| +4% | +$775K | 0.33% | 57 |
|
|
2022
Q1 | $19.9M | Buy |
239,275
+34,341
| +17% | +$2.86M | 0.29% | 66 |
|
|
2021
Q4 | $17.5M | Buy |
204,934
+88,230
| +76% | +$7.55M | 0.25% | 76 |
|
|
2021
Q3 | $10.1M | Sell |
116,704
-10,978
| -9% | -$946K | 0.16% | 141 |
|
|
2021
Q2 | $11M | Sell |
127,682
-12,247
| -9% | -$1.06M | 0.18% | 129 |
|
|
2021
Q1 | $12.1M | Sell |
139,929
-8,544
| -6% | -$737K | 0.24% | 92 |
|
|
2020
Q4 | $12.8M | Buy |
148,473
+136,394
| +1,129% | +$11.8M | 0.25% | 81 |
|
|
2020
Q3 | $1.05M | Buy |
12,079
+441
| +4% | +$38.2K | 0.09% | 256 |
|
|
2020
Q2 | $1.01M | Buy |
11,638
+678
| +6% | +$58.7K | 0.09% | 236 |
|
|
2020
Q1 | $950K | Sell |
10,960
-1,501
| -12% | -$130K | 0.12% | 201 |
|
|
2019
Q4 | $1.05M | Buy |
12,461
+792
| +7% | +$66.9K | 0.11% | 201 |
|
|
2019
Q3 | $987K | Buy |
11,669
+53
| +0.5% | +$4.48K | 0.12% | 188 |
|
|
2019
Q2 | $980K | Buy |
11,616
+1,765
| +18% | +$149K | 0.13% | 181 |
|
|
2019
Q1 | $829K | Buy |
9,851
+2,969
| +43% | +$250K | 0.12% | 192 |
|
|
2018
Q4 | $575K | Buy |
+6,882
| New | +$575K | 0.09% | 223 |
|
|
2016
Q2 | – | Sell |
-4,308
| Closed | -$368K | – | 308 |
|
|
2016
Q1 | $368K | Buy |
+4,308
| New | +$368K | 0.16% | 164 |
|