Covestor’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 | $106K | Buy |
1,274
+569
| +81% | +$47.3K | 0.06% | 524 |
|
|
2025
Q1 | $58K | Buy |
705
+155
| +28% | +$12.8K | 0.04% | 787 |
|
|
2024
Q4 | $45K | Hold |
550
| – | – | 0.03% | 899 |
|
|
2024
Q3 | $46K | Buy |
550
+17
| +3% | +$1.42K | 0.03% | 910 |
|
|
2024
Q2 | $44K | Sell |
533
-96
| -15% | -$7.93K | 0.03% | 915 |
|
|
2024
Q1 | $51K | Sell |
629
-230
| -27% | -$18.6K | 0.03% | 874 |
|
|
2023
Q4 | $71K | Sell |
859
-140
| -14% | -$11.6K | 0.05% | 694 |
|
|
2023
Q3 | $81K | Sell |
999
-113
| -10% | -$9.16K | 0.06% | 548 |
|
|
2023
Q2 | $90K | Sell |
1,112
-58
| -5% | -$4.69K | 0.07% | 507 |
|
|
2023
Q1 | $96K | Buy |
1,170
+110
| +10% | +$9.03K | 0.08% | 394 |
|
|
2022
Q4 | $86K | Buy |
1,060
+741
| +232% | +$60.1K | 0.07% | 475 |
|
|
2022
Q3 | $26K | Buy |
319
+15
| +5% | +$1.22K | 0.02% | 933 |
|
|
2022
Q2 | $25K | Sell |
304
-396
| -57% | -$32.6K | 0.02% | 931 |
|
|
2022
Q1 | $58K | Buy |
700
+360
| +106% | +$29.8K | 0.04% | 753 |
|
|
2021
Q4 | $29K | Buy |
+340
| New | +$29K | 0.04% | 765 |
|