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 |
|