Clearwater Capital 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 | $812K | Sell |
9,802
-1,447
| -13% | -$120K | 0.07% | 88 |
|
|
2025
Q1 | $931K | Sell |
11,249
-165
| -1% | -$13.7K | 0.09% | 80 |
|
|
2024
Q4 | $936K | Sell |
11,414
-239
| -2% | -$19.6K | 0.09% | 79 |
|
|
2024
Q3 | $969K | Sell |
11,653
-17,563
| -60% | -$1.46M | 0.09% | 79 |
|
|
2024
Q2 | $2.39M | Sell |
29,216
-380
| -1% | -$31K | 0.25% | 50 |
|
|
2024
Q1 | $2.42M | Buy |
29,596
+227
| +0.8% | +$18.6K | 0.26% | 51 |
|
|
2023
Q4 | $2.41M | Buy |
+29,369
| New | +$2.41M | 0.27% | 49 |
|
|
2022
Q2 | – | Sell |
-2,981
| Closed | -$248K | – | 168 |
|
|
2022
Q1 | $248K | Buy |
+2,981
| New | +$248K | 0.03% | 147 |
|
|
2020
Q2 | – | Sell |
-4,803
| Closed | -$416K | – | 145 |
|
|
2020
Q1 | $416K | Sell |
4,803
-402,272
| -99% | -$34.8M | 0.09% | 101 |
|
|
2019
Q4 | $34.5M | Buy |
407,075
+24,362
| +6% | +$2.06M | 5.74% | 2 |
|
|
2019
Q3 | $32.5M | Buy |
382,713
+13,651
| +4% | +$1.16M | 5.73% | 2 |
|
|
2019
Q2 | $31.3M | Buy |
369,062
+50,099
| +16% | +$4.25M | 5.68% | 1 |
|
|
2019
Q1 | $26.8M | Buy |
318,963
+314,717
| +7,412% | +$26.5M | 5.03% | 1 |
|
|
2018
Q4 | $355K | Buy |
+4,246
| New | +$355K | 0.08% | 161 |
|