Financial Advocates Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Financial Advocates Investment Management’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.46M	Sell	17,621 -11,371	-39%	-$942K	0.12%	167
2025 Q1	$2.4M	Sell	28,992 -3,500	-11%	-$290K	0.17%	143
2024 Q4	$2.66M	Sell	32,492 -19,082	-37%	-$1.56M	0.15%	147
2024 Q3	$10.9M	Buy	51,574 +19,837	+63%	+$4.18M	0.61%	33
2024 Q2	$2.59M	Buy	31,737 +1,956	+7%	+$160K	0.16%	143
2024 Q1	$2.47M	Buy	29,781 +5,152	+21%	+$427K	0.14%	159
2023 Q4	$2.02M	Sell	24,629 -29,457	-54%	-$2.42M	0.13%	175
2023 Q3	$4.36M	Sell	54,086 -11,304	-17%	-$912K	0.31%	80
2023 Q2	$5.3M	Sell	65,390 -3,186	-5%	-$258K	0.38%	65
2023 Q1	$5.63M	Sell	68,576 -8,156	-11%	-$670K	0.4%	47
2022 Q4	$6.23M	Buy	76,732 +21,950	+40%	+$1.78M	0.46%	47
2022 Q3	$4.45M	Buy	54,782 +40,358	+280%	+$3.28M	0.37%	68
2022 Q2	$1.19M	Sell	14,424 -2,865	-17%	-$237K	0.1%	236
2022 Q1	$1.44M	Buy	17,289 +183	+1%	+$15.3K	0.09%	235
2021 Q4	$1.46M	Sell	17,106 -3,030	-15%	-$259K	0.09%	248
2021 Q3	$1.74M	Sell	20,136 -2,751	-12%	-$237K	0.12%	212
2021 Q2	$1.97M	Sell	22,887 -4,820	-17%	-$415K	0.13%	180
2021 Q1	$2.39M	Sell	27,707 -11,853	-30%	-$1.02M	0.17%	132
2020 Q4	$3.72M	Buy	39,560 +779	+2%	+$73.3K	0.25%	87
2020 Q3	$3.35M	Sell	38,781 -5,614	-13%	-$486K	0.29%	77
2020 Q2	$3.75M	Buy	44,395 +697	+2%	+$58.9K	0.36%	64
2020 Q1	$3.79M	Sell	43,698 -747	-2%	-$64.7K	0.54%	43
2019 Q4	$3.76M	Buy	44,445 +12,020	+37%	+$1.02M	0.4%	62
2019 Q3	$2.6M	Sell	32,425 -2,748	-8%	-$221K	0.3%	85
2019 Q2	$2.98M	Sell	35,173 -4,129	-11%	-$350K	0.35%	70
2019 Q1	$3.31M	Buy	39,302 +4,742	+14%	+$399K	0.41%	67
2018 Q4	$2.89M	Sell	34,560 -3,540	-9%	-$296K	0.39%	69
2018 Q3	$3.17M	Sell	38,100 -2,676	-7%	-$222K	0.35%	70
2018 Q2	$3.39M	Buy	40,776 +633	+2%	+$52.7K	0.41%	65
2018 Q1	$3.35M	Sell	40,143 -204	-0.5%	-$17K	0.44%	58
2017 Q4	$3.38M	Buy	+40,347	New	+$3.38M	0.46%	51