Choate Investment 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 | $98K | Buy |
+1,183
| New | +$98K | ﹤0.01% | 425 |
|
|
2023
Q4 | – | Sell |
-1,448
| Closed | -$117K | – | 453 |
|
|
2023
Q3 | $117K | Sell |
1,448
-124
| -8% | -$10K | ﹤0.01% | 370 |
|
|
2023
Q2 | $127K | Hold |
1,572
| – | – | 0.01% | 297 |
|
|
2023
Q1 | $129K | Hold |
1,572
| – | – | 0.01% | 269 |
|
|
2022
Q4 | $128K | Hold |
1,572
| – | – | 0.01% | 280 |
|
|
2022
Q3 | $128K | Sell |
1,572
-2,509
| -61% | -$204K | 0.01% | 249 |
|
|
2022
Q2 | $338K | Buy |
4,081
+2,359
| +137% | +$195K | 0.02% | 201 |
|
|
2022
Q1 | $144K | Hold |
1,722
| – | – | 0.01% | 300 |
|
|
2021
Q4 | $147K | Sell |
1,722
-175
| -9% | -$14.9K | 0.01% | 288 |
|
|
2021
Q3 | $163K | Sell |
1,897
-58
| -3% | -$4.98K | 0.01% | 258 |
|
|
2021
Q2 | $168K | Hold |
1,955
| – | – | 0.01% | 269 |
|
|
2021
Q1 | $169K | Sell |
1,955
-58
| -3% | -$5.01K | 0.01% | 251 |
|
|
2020
Q4 | $174K | Sell |
2,013
-1,089
| -35% | -$94.1K | 0.01% | 238 |
|
|
2020
Q3 | $268K | Buy |
+3,102
| New | +$268K | 0.02% | 218 |
|
|
2018
Q3 | – | Sell |
-2,427
| Closed | -$202K | – | 221 |
|
|
2018
Q2 | $202K | Hold |
2,427
| – | – | 0.01% | 222 |
|
|
2018
Q1 | $203K | Hold |
2,427
| – | – | 0.01% | 230 |
|
|
2017
Q4 | $204K | Hold |
2,427
| – | – | 0.01% | 234 |
|
|
2017
Q3 | $205K | Sell |
2,427
-119
| -5% | -$10.1K | 0.01% | 242 |
|
|
2017
Q2 | $215K | Hold |
2,546
| – | – | 0.01% | 232 |
|
|
2017
Q1 | $215K | Sell |
2,546
-60
| -2% | -$5.07K | 0.01% | 238 |
|
|
2016
Q4 | $220K | Hold |
2,606
| – | – | 0.01% | 224 |
|
|
2016
Q3 | $222K | Buy |
+2,606
| New | +$222K | 0.01% | 223 |
|