Coppell Advisory Solutions’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 | $242K | Sell |
2,926
-15,639
| -84% | -$1.29M | 0.03% | 325 |
|
|
2025
Q1 | $1.78M | Buy |
18,565
+7,610
| +69% | +$730K | 0.25% | 96 |
|
|
2024
Q4 | $898K | Buy |
10,955
+8,211
| +299% | +$673K | 0.13% | 130 |
|
|
2024
Q3 | $228K | Sell |
2,744
-21
| -0.8% | -$1.75K | 0.03% | 260 |
|
|
2024
Q2 | $226K | Buy |
+2,765
| New | +$226K | 0.04% | 237 |
|
|
2023
Q4 | $371K | Buy |
4,524
+4,150
| +1,110% | +$340K | 0.07% | 181 |
|
|
2023
Q3 | $30.3K | Sell |
374
-1,993
| -84% | -$162K | 0.01% | 428 |
|
|
2023
Q2 | $192K | Buy |
+2,367
| New | +$192K | 0.05% | 194 |
|
|
2023
Q1 | – | Sell |
-374
| Closed | -$30.3K | – | 917 |
|
|
2022
Q4 | $30.3K | Buy |
+374
| New | +$30.3K | 0.01% | 431 |
|
|
2020
Q4 | $633K | Buy |
+7,328
| New | +$633K | 0.32% | 82 |
|