Envestnet Portfolio Solutions’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
$7.15M Sell
86,266
-22,355
-21% -$1.85M 0.03% 278
2025
Q1
$8.99M Sell
108,621
-112,878
-51% -$9.34M 0.03% 248
2024
Q4
$18.2M Sell
221,499
-3,826
-2% -$314K 0.06% 149
2024
Q3
$18.7M Buy
225,325
+7,168
+3% +$596K 0.06% 152
2024
Q2
$17.8M Sell
218,157
-33,738
-13% -$2.75M 0.06% 153
2024
Q1
$20.6M Buy
251,895
+75,320
+43% +$6.16M 0.08% 128
2023
Q4
$14.5M Buy
176,575
+26,637
+18% +$2.19M 0.06% 160
2023
Q3
$12.1M Buy
+149,938
New +$12.1M 0.06% 164