Client 1st Advisory Group’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 | $257K | Hold |
3,101
| – | – | 0.09% | 110 |
|
|
2025
Q1 | $257K | Hold |
3,101
| – | – | 0.1% | 111 |
|
|
2024
Q4 | $254K | Buy |
+3,101
| New | +$254K | 0.1% | 115 |
|
|
2022
Q2 | – | Sell |
-2,490
| Closed | -$208K | – | 80 |
|
|
2022
Q1 | $208K | Hold |
2,490
| – | – | 0.1% | 78 |
|
|
2021
Q4 | $213K | Hold |
2,490
| – | – | 0.1% | 74 |
|
|
2021
Q3 | $215K | Hold |
2,490
| – | – | 0.11% | 70 |
|
|
2021
Q2 | $215K | Sell |
2,490
-364
| -13% | -$31.4K | 0.11% | 70 |
|
|
2021
Q1 | $246K | Buy |
2,854
+106
| +4% | +$9.14K | 0.14% | 59 |
|
|
2020
Q4 | $237K | Buy |
+2,748
| New | +$237K | 0.15% | 53 |
|