EA
Efficient Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.29M | Sell |
75,884
-5,928
| -7% | -$491K | 0.37% | 33 |
|
|
2025
Q1 | $6.77M | Sell |
81,812
-9,284
| -10% | -$768K | 0.44% | 30 |
|
|
2024
Q4 | $7.47M | Sell |
91,096
-6,032
| -6% | -$495K | 0.48% | 32 |
|
|
2024
Q3 | $8.08M | Sell |
97,128
-9,877
| -9% | -$821K | 0.51% | 32 |
|
|
2024
Q2 | $8.74M | Sell |
107,005
-14,806
| -12% | -$1.21M | 0.57% | 33 |
|
|
2024
Q1 | $9.96M | Sell |
121,811
-333
| -0.3% | -$27.2K | 0.64% | 33 |
|
|
2023
Q4 | $10M | Buy |
122,144
+17,023
| +16% | +$1.4M | 0.68% | 32 |
|
|
2023
Q3 | $8.51M | Sell |
105,121
-35,177
| -25% | -$2.85M | 0.58% | 34 |
|
|
2023
Q2 | $11.4M | Sell |
140,298
-13,276
| -9% | -$1.08M | 0.74% | 30 |
|
|
2023
Q1 | $12.6M | Sell |
153,574
-8,227
| -5% | -$676K | 0.88% | 30 |
|
|
2022
Q4 | $13.1M | Sell |
161,801
-195,427
| -55% | -$15.9M | 1.33% | 24 |
|
|
2022
Q3 | $29M | Sell |
357,228
-6,294
| -2% | -$511K | 2.53% | 15 |
|
|
2022
Q2 | $30.1M | Sell |
363,522
-30,593
| -8% | -$2.53M | 2.51% | 15 |
|
|
2022
Q1 | $32.8M | Sell |
394,115
-70,620
| -15% | -$5.89M | 2.51% | 13 |
|
|
2021
Q4 | $39.8M | Buy |
464,735
+17,045
| +4% | +$1.46M | 2.82% | 13 |
|
|
2021
Q3 | $38.6M | Buy |
447,690
+31,812
| +8% | +$2.74M | 3.69% | 11 |
|
|
2021
Q2 | $35.8M | Buy |
415,878
+17,449
| +4% | +$1.5M | 4.44% | 7 |
|
|
2021
Q1 | $34.4M | Sell |
398,429
-40,264
| -9% | -$3.47M | 4.71% | 6 |
|
|
2020
Q4 | $37.9M | Sell |
438,693
-69,222
| -14% | -$5.98M | 5.78% | 6 |
|
|
2020
Q3 | $43.9M | Buy |
507,915
+2,511
| +0.5% | +$217K | 8.07% | 4 |
|
|
2020
Q2 | $43.8M | Buy |
505,404
+54,459
| +12% | +$4.72M | 8.1% | 4 |
|
|
2020
Q1 | $39.1M | Sell |
450,945
-4,999
| -1% | -$433K | 8.17% | 3 |
|
|
2019
Q4 | $38.6M | Buy |
455,944
+29,900
| +7% | +$2.53M | 6.72% | 5 |
|
|
2019
Q3 | $36.1M | Buy |
426,044
+17,842
| +4% | +$1.51M | 6.61% | 5 |
|
|
2019
Q2 | $34.6M | Buy |
408,202
+5,539
| +1% | +$470K | 6.04% | 6 |
|
|
2019
Q1 | $33.9M | Buy |
402,663
+6,243
| +2% | +$525K | 5.92% | 7 |
|
|
2018
Q4 | $33.1M | Sell |
396,420
-9,634
| -2% | -$806K | 6.17% | 6 |
|
|
2018
Q3 | $33.7M | Sell |
406,054
-6,271
| -2% | -$521K | 5.78% | 7 |
|
|
2018
Q2 | $34.4M | Buy |
412,325
+3,136
| +0.8% | +$261K | 5.85% | 7 |
|
|
2018
Q1 | $34.2M | Buy |
409,189
+16,408
| +4% | +$1.37M | 5.77% | 7 |
|
|
2017
Q4 | $32.9M | Buy |
392,781
+7,863
| +2% | +$659K | 5.49% | 8 |
|
|
2017
Q3 | $32.5M | Sell |
384,918
-4,555
| -1% | -$385K | 5.59% | 8 |
|
|
2017
Q2 | $32.9M | Sell |
389,473
-7,006
| -2% | -$592K | 4.84% | 8 |
|
|
2017
Q1 | $33.5M | Sell |
396,479
-8,423
| -2% | -$712K | 4.69% | 8 |
|
|
2016
Q4 | $34.2M | Sell |
404,902
-4,838
| -1% | -$409K | 4.9% | 8 |
|
|
2016
Q3 | $34.8M | Sell |
409,740
-43,393
| -10% | -$3.69M | 5.12% | 8 |
|
|
2016
Q2 | $38.7M | Buy |
453,133
+3,298
| +0.7% | +$281K | 6.15% | 5 |
|
|
2016
Q1 | $38.2M | Sell |
449,835
-10,875
| -2% | -$925K | 6.88% | 5 |
|
|
2015
Q4 | $38.9M | Sell |
460,710
-479
| -0.1% | -$40.4K | 8.48% | 5 |
|
|
2015
Q3 | $39.2M | Sell |
461,189
-16,090
| -3% | -$1.37M | 8.76% | 4 |
|
|
2015
Q2 | $40.5M | Buy |
477,279
+10,172
| +2% | +$863K | 8.45% | 5 |
|
|
2015
Q1 | $39.6M | Buy |
467,107
+24,395
| +6% | +$2.07M | 8.44% | 5 |
|
|
2014
Q4 | $37.4M | Sell |
442,712
-2,304
| -0.5% | -$195K | 8.55% | 5 |
|
|
2014
Q3 | $37.6M | Buy |
445,016
+13,055
| +3% | +$1.1M | 8.69% | 5 |
|
|
2014
Q2 | $36.5M | Buy |
431,961
+3,809
| +0.9% | +$322K | 8.33% | 5 |
|
|
2014
Q1 | $36.2M | Buy |
428,152
+18,410
| +4% | +$1.55M | 8.73% | 5 |
|
|
2013
Q4 | $34.6M | Buy |
409,742
+15,252
| +4% | +$1.29M | 8.37% | 5 |
|
|
2013
Q3 | $33.3M | Buy |
394,490
+14,138
| +4% | +$1.19M | 8.54% | 5 |
|
|
2013
Q2 | $32.1M | Buy |
+380,352
| New | +$32.1M | 8.95% | 5 |
|