Cooper Financial 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 | $1.33M | Sell |
16,080
-608
| -4% | -$50.4K | 0.16% | 113 |
|
|
2025
Q1 | $1.38M | Buy |
16,688
+254
| +2% | +$21K | 0.18% | 107 |
|
|
2024
Q4 | $1.35M | Buy |
16,434
+2,276
| +16% | +$187K | 0.16% | 107 |
|
|
2024
Q3 | $1.18M | Buy |
14,158
+76
| +0.5% | +$6.32K | 0.15% | 114 |
|
|
2024
Q2 | $1.15M | Buy |
14,082
+111
| +0.8% | +$9.06K | 0.17% | 108 |
|
|
2024
Q1 | $1.14M | Hold |
13,971
| – | – | 0.19% | 104 |
|
|
2023
Q4 | $1.15M | Buy |
13,971
+180
| +1% | +$14.8K | 0.21% | 94 |
|
|
2023
Q3 | $1.12M | Sell |
13,791
-2,829
| -17% | -$229K | 0.27% | 87 |
|
|
2023
Q2 | $1.35M | Buy |
16,620
+1,074
| +7% | +$87.1K | 0.33% | 69 |
|
|
2023
Q1 | $1.28M | Sell |
15,546
-217
| -1% | -$17.8K | 0.34% | 72 |
|
|
2022
Q4 | $1.28M | Buy |
+15,763
| New | +$1.28M | 0.39% | 63 |
|
|
2021
Q1 | – | Sell |
-2,754
| Closed | -$238K | – | 306 |
|
|
2020
Q4 | $238K | Buy |
+2,754
| New | +$238K | 0.05% | 251 |
|