Diversify Advisory Services’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 | $595K | Sell |
7,200
-2,652
| -27% | -$219K | 0.02% | 476 |
|
|
2025
Q1 | $818K | Buy |
9,852
+4,634
| +89% | +$385K | 0.05% | 257 |
|
|
2024
Q4 | $427K | Buy |
5,218
+1,396
| +37% | +$114K | 0.02% | 395 |
|
|
2024
Q3 | $315K | Sell |
3,822
-4,899
| -56% | -$404K | 0.02% | 489 |
|
|
2024
Q2 | $712K | Sell |
8,721
-7,098
| -45% | -$579K | 0.04% | 307 |
|
|
2024
Q1 | $1.29M | Buy |
+15,819
| New | +$1.29M | 0.08% | 202 |
|