Dakota Wealth Management’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 | $26.2M | Buy |
316,095
+54,671
| +21% | +$4.53M | 0.55% | 40 |
|
|
2025
Q1 | $21.6M | Sell |
261,424
-72,040
| -22% | -$5.96M | 0.51% | 41 |
|
|
2024
Q4 | $27.3M | Buy |
333,464
+68,631
| +26% | +$5.63M | 0.63% | 35 |
|
|
2024
Q3 | $22M | Buy |
264,833
+41,815
| +19% | +$3.48M | 0.5% | 40 |
|
|
2024
Q2 | $18.2M | Buy |
223,018
+18,213
| +9% | +$1.49M | 0.43% | 45 |
|
|
2024
Q1 | $16.7M | Buy |
204,805
+74,948
| +58% | +$6.13M | 0.42% | 46 |
|
|
2023
Q4 | $10.7M | Buy |
129,857
+13,697
| +12% | +$1.12M | 0.41% | 70 |
|
|
2023
Q3 | $9.41M | Buy |
116,160
+10,182
| +10% | +$824K | 0.42% | 70 |
|
|
2023
Q2 | $8.59M | Sell |
105,978
-4,523
| -4% | -$367K | 0.4% | 68 |
|
|
2023
Q1 | $9.08M | Sell |
110,501
-22,211
| -17% | -$1.82M | 0.61% | 41 |
|
|
2022
Q4 | $10.8M | Buy |
132,712
+1,727
| +1% | +$140K | 0.76% | 29 |
|
|
2022
Q3 | $10.6M | Buy |
130,985
+61,546
| +89% | +$5M | 0.86% | 26 |
|
|
2022
Q2 | $5.75M | Buy |
69,439
+44,457
| +178% | +$3.68M | 0.53% | 46 |
|
|
2022
Q1 | $2.08M | Sell |
24,982
-50,310
| -67% | -$4.19M | 0.17% | 142 |
|
|
2021
Q4 | $6.44M | Buy |
75,292
+648
| +0.9% | +$55.4K | 0.68% | 35 |
|
|
2021
Q3 | $6.43M | Buy |
74,644
+63,524
| +571% | +$5.47M | 0.74% | 32 |
|
|
2021
Q2 | $958K | Buy |
11,120
+1,440
| +15% | +$124K | 0.11% | 153 |
|
|
2021
Q1 | $835K | Buy |
9,680
+2,229
| +30% | +$192K | 0.11% | 162 |
|
|
2020
Q4 | $644K | Buy |
7,451
+326
| +5% | +$28.2K | 0.08% | 185 |
|
|
2020
Q3 | $616K | Sell |
7,125
-8,496
| -54% | -$735K | 0.1% | 152 |
|
|
2020
Q2 | $1.35M | Sell |
15,621
-480
| -3% | -$41.6K | 0.23% | 104 |
|
|
2020
Q1 | $1.4M | Buy |
16,101
+1,983
| +14% | +$172K | 0.3% | 86 |
|
|
2019
Q4 | $1.2M | Buy |
14,118
+3,295
| +30% | +$279K | 0.19% | 109 |
|
|
2019
Q3 | $918K | Buy |
10,823
+4,052
| +60% | +$344K | 0.16% | 131 |
|
|
2019
Q2 | $573K | Buy |
+6,771
| New | +$573K | 0.11% | 162 |
|