Curi RMB Capital’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
$40.9M Buy
493,639
+1,130
+0.2% +$93.6K 0.78% 25
2025
Q1
$40.7M Sell
492,509
-288,802
-37% -$23.9M 1% 20
2024
Q4
$64.1M Buy
781,311
+43,473
+6% +$3.56M 1.48% 10
2024
Q3
$61.4M Sell
737,838
-2,647
-0.4% -$220K 1.39% 9
2024
Q2
$60.5M Buy
740,485
+15,302
+2% +$1.25M 1.45% 10
2024
Q1
$59.3M Buy
+725,183
New +$59.3M 1.36% 9