Crescent Grove 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 | $7.71M | Buy |
93,044
+40,132
| +76% | +$3.33M | 0.75% | 30 |
|
|
2025
Q1 | $4.38M | Buy |
52,912
+6,458
| +14% | +$534K | 0.46% | 46 |
|
|
2024
Q4 | $3.81M | Buy |
46,454
+13,045
| +39% | +$1.07M | 0.38% | 55 |
|
|
2024
Q3 | $2.78M | Buy |
33,409
+7,915
| +31% | +$658K | 0.28% | 61 |
|
|
2024
Q2 | $2.08M | Sell |
25,494
-8,793
| -26% | -$718K | 0.23% | 68 |
|
|
2024
Q1 | $2.8M | Buy |
34,287
+619
| +2% | +$50.6K | 0.29% | 58 |
|
|
2023
Q4 | $2.76M | Buy |
33,668
+7,125
| +27% | +$585K | 0.31% | 54 |
|
|
2023
Q3 | $2.15M | Sell |
26,543
-29,513
| -53% | -$2.39M | 0.27% | 64 |
|
|
2023
Q2 | $4.55M | Buy |
56,056
+15,639
| +39% | +$1.27M | 0.49% | 43 |
|
|
2023
Q1 | $3.32M | Sell |
40,417
-5,920
| -13% | -$486K | 0.39% | 45 |
|
|
2022
Q4 | $3.76M | Buy |
46,337
+42,268
| +1,039% | +$3.43M | 0.39% | 42 |
|
|
2022
Q3 | $330K | Sell |
4,069
-27,840
| -87% | -$2.26M | 0.04% | 199 |
|
|
2022
Q2 | $2.64M | Buy |
+31,909
| New | +$2.64M | 0.28% | 47 |
|
|
2020
Q4 | – | Sell |
-2,735
| Closed | -$237K | – | 186 |
|
|
2020
Q3 | $237K | Sell |
2,735
-3,353
| -55% | -$291K | 0.05% | 146 |
|
|
2020
Q2 | $527K | Buy |
6,088
+205
| +3% | +$17.7K | 0.11% | 85 |
|
|
2020
Q1 | $510K | Buy |
+5,883
| New | +$510K | 0.11% | 73 |
|