DeDora 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 | $471K | Sell |
5,683
-438
| -7% | -$36.3K | 0.12% | 85 |
|
|
2025
Q1 | $506K | Sell |
6,121
-332
| -5% | -$27.5K | 0.15% | 84 |
|
|
2024
Q4 | $529K | Sell |
6,453
-1,257
| -16% | -$103K | 0.14% | 80 |
|
|
2024
Q3 | $641K | Sell |
7,710
-773
| -9% | -$64.3K | 0.18% | 75 |
|
|
2024
Q2 | $693K | Sell |
8,483
-286
| -3% | -$23.4K | 0.21% | 69 |
|
|
2024
Q1 | $717K | Sell |
8,769
-525
| -6% | -$42.9K | 0.23% | 70 |
|
|
2023
Q4 | $762K | Sell |
9,294
-11
| -0.1% | -$902 | 0.27% | 66 |
|
|
2023
Q3 | $753K | Sell |
9,305
-1,662
| -15% | -$135K | 0.3% | 63 |
|
|
2023
Q2 | $889K | Sell |
10,967
-260
| -2% | -$21.1K | 0.34% | 60 |
|
|
2023
Q1 | $922K | Sell |
11,227
-172
| -2% | -$14.1K | 0.39% | 60 |
|
|
2022
Q4 | $925K | Sell |
11,399
-150
| -1% | -$12.2K | 0.44% | 52 |
|
|
2022
Q3 | $938K | Buy |
11,549
+3,174
| +38% | +$258K | 0.49% | 49 |
|
|
2022
Q2 | $693K | Sell |
8,375
-389
| -4% | -$32.2K | 0.35% | 62 |
|
|
2022
Q1 | $730K | Buy |
+8,764
| New | +$730K | 0.3% | 67 |
|
|
2021
Q4 | – | Sell |
-9,423
| Closed | -$812K | – | 98 |
|
|
2021
Q3 | $812K | Sell |
9,423
-190
| -2% | -$16.4K | 0.35% | 56 |
|
|
2021
Q2 | $828K | Sell |
9,613
-257
| -3% | -$22.1K | 0.36% | 56 |
|
|
2021
Q1 | $851K | Sell |
9,870
-572
| -5% | -$49.3K | 0.4% | 53 |
|
|
2020
Q4 | $902K | Sell |
10,442
-1,086
| -9% | -$93.8K | 0.45% | 53 |
|
|
2020
Q3 | $997K | Buy |
11,528
+349
| +3% | +$30.2K | 0.56% | 47 |
|
|
2020
Q2 | $968K | Buy |
11,179
+1,111
| +11% | +$96.2K | 0.58% | 44 |
|
|
2020
Q1 | $873K | Buy |
10,068
+6,304
| +167% | +$547K | 0.66% | 42 |
|
|
2019
Q4 | $319K | Sell |
3,764
-14
| -0.4% | -$1.19K | 0.19% | 79 |
|
|
2019
Q3 | $320K | Hold |
3,778
| – | – | 0.22% | 69 |
|
|
2019
Q2 | $320K | Sell |
3,778
-1
| -0% | -$85 | 0.23% | 71 |
|
|
2019
Q1 | $318K | Sell |
3,779
-163
| -4% | -$13.7K | 0.24% | 67 |
|
|
2018
Q4 | $330K | Sell |
3,942
-161
| -4% | -$13.5K | 0.29% | 60 |
|
|
2018
Q3 | $341K | Sell |
4,103
-5,199
| -56% | -$432K | 0.26% | 62 |
|
|
2018
Q2 | $775K | Sell |
9,302
-631
| -6% | -$52.6K | 0.61% | 41 |
|
|
2018
Q1 | $830K | Sell |
9,933
-4,856
| -33% | -$406K | 0.67% | 34 |
|
|
2017
Q4 | $1.24M | Buy |
+14,789
| New | +$1.24M | 1.03% | 21 |
|