Edgestream Partners’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
$7.03M Buy
84,796
+75,638
+826% +$6.27M 0.2% 191
2025
Q1
$758K Sell
9,158
-21,731
-70% -$1.8M 0.03% 644
2024
Q4
$2.53M Sell
30,889
-79,166
-72% -$6.49M 0.11% 345
2024
Q3
$9.15M Buy
110,055
+67,989
+162% +$5.65M 0.4% 14
2024
Q2
$3.43M Buy
42,066
+31,528
+299% +$2.57M 0.17% 212
2024
Q1
$862K Buy
10,538
+337
+3% +$27.6K 0.04% 534
2023
Q4
$837K Buy
+10,201
New +$837K 0.06% 487