Concurrent 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 | $17.3M | Buy |
208,636
+187,888
| +906% | +$15.6M | 0.33% | 59 |
|
|
2025
Q1 | $1.72M | Sell |
20,748
-459
| -2% | -$38K | 0.04% | 399 |
|
|
2024
Q4 | $1.74M | Sell |
21,207
-6,540
| -24% | -$536K | 0.05% | 354 |
|
|
2024
Q3 | $2.31M | Sell |
27,747
-1,200
| -4% | -$99.8K | 0.07% | 274 |
|
|
2024
Q2 | $2.36M | Sell |
28,947
-4,482
| -13% | -$366K | 0.08% | 236 |
|
|
2024
Q1 | $2.73M | Buy |
33,429
+8,256
| +33% | +$675K | 0.11% | 191 |
|
|
2023
Q4 | $2.07M | Buy |
+25,173
| New | +$2.07M | 0.1% | 222 |
|