Fiduciary Alliance’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 | $377K | Sell |
4,546
-2,132
| -32% | -$177K | 0.03% | 358 |
|
|
2025
Q1 | $552K | Sell |
6,678
-322
| -5% | -$26.6K | 0.05% | 238 |
|
|
2024
Q4 | $574K | Sell |
7,000
-23,821
| -77% | -$1.95M | 0.06% | 219 |
|
|
2024
Q3 | $2.56M | Buy |
30,821
+24,067
| +356% | +$2M | 0.34% | 75 |
|
|
2024
Q2 | $550K | Buy |
6,754
+3,926
| +139% | +$319K | 0.09% | 124 |
|
|
2024
Q1 | $230K | Buy |
2,828
+121
| +4% | +$9.84K | 0.04% | 174 |
|
|
2023
Q4 | $222K | Buy |
+2,707
| New | +$222K | 0.04% | 170 |
|
|
2023
Q3 | – | Sell |
-1,180
| Closed | -$95.7K | – | 808 |
|
|
2023
Q2 | $95.7K | Sell |
1,180
-4,899
| -81% | -$397K | 0.02% | 216 |
|
|
2023
Q1 | $499K | Sell |
6,079
-562
| -8% | -$46.2K | 0.13% | 94 |
|
|
2022
Q4 | $539K | Buy |
+6,641
| New | +$539K | 0.14% | 85 |
|