Colonial Trust 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 | $37.3K | Hold |
450
| – | – | ﹤0.01% | 378 |
|
|
2025
Q1 | $37.2K | Hold |
450
| – | – | ﹤0.01% | 369 |
|
|
2024
Q4 | $36.9K | Sell |
450
-105
| -19% | -$8.61K | ﹤0.01% | 350 |
|
|
2024
Q3 | $46.1K | Hold |
555
| – | – | ﹤0.01% | 345 |
|
|
2024
Q2 | $45.3K | Sell |
555
-105
| -16% | -$8.57K | ﹤0.01% | 337 |
|
|
2024
Q1 | $54K | Buy |
660
+210
| +47% | +$17.2K | 0.01% | 314 |
|
|
2023
Q4 | $36.9K | Hold |
450
| – | – | ﹤0.01% | 350 |
|
|
2023
Q3 | $36.4K | Hold |
450
| – | – | ﹤0.01% | 364 |
|
|
2023
Q2 | $36.5K | Hold |
450
| – | – | ﹤0.01% | 368 |
|
|
2023
Q1 | $37K | Hold |
450
| – | – | ﹤0.01% | 364 |
|
|
2022
Q4 | $36.5K | Buy |
+450
| New | +$36.5K | ﹤0.01% | 364 |
|