Financial Counselors Inc’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 | – | Sell |
-18,220
| Closed | -$1.51M | – | 438 |
|
|
2025
Q1 | $1.51M | Sell |
18,220
-1,049
| -5% | -$86.8K | 0.02% | 294 |
|
|
2024
Q4 | $1.58M | Buy |
19,269
+863
| +5% | +$70.7K | 0.02% | 289 |
|
|
2024
Q3 | $1.53M | Buy |
18,406
+22
| +0.1% | +$1.83K | 0.02% | 296 |
|
|
2024
Q2 | $1.5M | Buy |
18,384
+5,615
| +44% | +$458K | 0.02% | 288 |
|
|
2024
Q1 | $1.04M | Sell |
12,769
-17,792
| -58% | -$1.46M | 0.02% | 323 |
|
|
2023
Q4 | $2.51M | Buy |
30,561
+336
| +1% | +$27.6K | 0.04% | 250 |
|
|
2023
Q3 | $2.45M | Buy |
+30,225
| New | +$2.45M | 0.05% | 239 |
|