CIBC Private Wealth Group’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.32M | Sell |
52,123
-48
| -0.1% | -$3.98K | 0.01% | 450 |
|
|
2025
Q1 | $4.31M | Sell |
52,171
-1,405
| -3% | -$116K | 0.01% | 424 |
|
|
2024
Q4 | $4.39M | Sell |
53,576
-9,198
| -15% | -$754K | 0.01% | 443 |
|
|
2024
Q3 | $5.22M | Buy |
62,774
+15,941
| +34% | +$1.33M | 0.01% | 421 |
|
|
2024
Q2 | $3.82M | Sell |
46,833
-5,146
| -10% | -$420K | 0.01% | 445 |
|
|
2024
Q1 | $4.23M | Buy |
51,979
+37,756
| +265% | +$3.07M | 0.01% | 428 |
|
|
2023
Q4 | $1.17M | Buy |
14,223
+8,470
| +147% | +$695K | ﹤0.01% | 601 |
|
|
2023
Q3 | $466K | Buy |
+5,753
| New | +$466K | ﹤0.01% | 771 |
|
|
2023
Q2 | – | Sell |
-18,757
| Closed | -$1.73M | – | 923 |
|
|
2023
Q1 | $1.73M | Sell |
18,757
-935
| -5% | -$86.3K | ﹤0.01% | 543 |
|
|
2022
Q4 | $1.14M | Sell |
19,692
-7,249
| -27% | -$419K | ﹤0.01% | 507 |
|
|
2022
Q3 | $2.19M | Sell |
26,941
-60
| -0.2% | -$4.87K | 0.01% | 470 |
|
|
2022
Q2 | $2.24M | Sell |
27,001
-137
| -0.5% | -$11.3K | 0.01% | 473 |
|
|
2022
Q1 | $2.26M | Buy |
27,138
+270
| +1% | +$22.5K | ﹤0.01% | 498 |
|
|
2021
Q4 | $2.3M | Buy |
26,868
+5,170
| +24% | +$442K | ﹤0.01% | 503 |
|
|
2021
Q3 | $1.87M | Sell |
21,698
-7,268
| -25% | -$626K | ﹤0.01% | 515 |
|
|
2021
Q2 | $2.5M | Buy |
28,966
+887
| +3% | +$76.5K | 0.01% | 497 |
|
|
2021
Q1 | $2.42M | Buy |
28,079
+178
| +0.6% | +$15.4K | 0.01% | 507 |
|
|
2020
Q4 | $2.41M | Buy |
27,901
+1,630
| +6% | +$141K | 0.01% | 476 |
|
|
2020
Q3 | $2.27M | Buy |
26,271
+1,178
| +5% | +$102K | 0.01% | 444 |
|
|
2020
Q2 | $2.17M | Buy |
25,093
+8,782
| +54% | +$761K | 0.01% | 374 |
|
|
2020
Q1 | $1.41M | Buy |
16,311
+331
| +2% | +$28.7K | 0.01% | 464 |
|
|
2019
Q4 | $1.35M | Hold |
15,980
| – | – | ﹤0.01% | 529 |
|
|
2019
Q3 | $1.35M | Hold |
15,980
| – | – | ﹤0.01% | 522 |
|
|
2019
Q2 | $1.35M | Sell |
15,980
-3,446
| -18% | -$292K | ﹤0.01% | 520 |
|
|
2019
Q1 | $1.63M | Sell |
19,426
-1,364
| -7% | -$115K | 0.01% | 499 |
|
|
2018
Q4 | $1.74M | Sell |
20,790
-1,511
| -7% | -$126K | 0.01% | 473 |
|
|
2018
Q3 | $1.85M | Sell |
22,301
-1,100
| -5% | -$91.4K | 0.01% | 526 |
|
|
2018
Q2 | $1.95M | Buy |
23,401
+3,121
| +15% | +$260K | 0.01% | 504 |
|
|
2018
Q1 | $1.69M | Buy |
20,280
+75
| +0.4% | +$6.27K | 0.01% | 532 |
|
|
2017
Q4 | $1.69M | Sell |
20,205
-3,900
| -16% | -$327K | 0.01% | 559 |
|
|
2017
Q3 | $2.04M | Sell |
24,105
-200
| -0.8% | -$16.9K | 0.01% | 489 |
|
|
2017
Q2 | $2.05M | Sell |
24,305
-9,700
| -29% | -$819K | 0.01% | 378 |
|
|
2017
Q1 | $2.87M | Buy |
34,005
+3,276
| +11% | +$277K | 0.02% | 327 |
|
|
2016
Q4 | $2.6M | Sell |
30,729
-100
| -0.3% | -$8.45K | 0.02% | 336 |
|
|
2016
Q3 | $2.62M | Sell |
30,829
-1,000
| -3% | -$85.1K | 0.02% | 333 |
|
|
2016
Q2 | $2.72M | Buy |
31,829
+1,524
| +5% | +$130K | 0.02% | 324 |
|
|
2016
Q1 | $2.58M | Sell |
30,305
-600
| -2% | -$51K | 0.02% | 320 |
|
|
2015
Q4 | $2.61M | Sell |
30,905
-100
| -0.3% | -$8.43K | 0.02% | 328 |
|
|
2015
Q3 | $2.64M | Hold |
31,005
| – | – | 0.02% | 326 |
|
|
2015
Q2 | $2.63M | Sell |
31,005
-895
| -3% | -$75.9K | 0.02% | 347 |
|
|
2015
Q1 | $2.71M | Sell |
31,900
-7,500
| -19% | -$636K | 0.02% | 346 |
|
|
2014
Q4 | $3.33M | Sell |
39,400
-2,700
| -6% | -$228K | 0.03% | 324 |
|
|
2014
Q3 | $3.56M | Sell |
42,100
-1,408
| -3% | -$119K | 0.03% | 315 |
|
|
2014
Q2 | $3.68M | Sell |
43,508
-1,000
| -2% | -$84.6K | 0.03% | 306 |
|
|
2014
Q1 | $3.75M | Buy |
+44,508
| New | +$3.75M | 0.03% | 307 |
|