Financial Engines Advisors’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 | $713K | Sell |
8,605
-11,630
| -57% | -$964K | ﹤0.01% | 341 |
|
|
2025
Q1 | $1.67M | Sell |
20,235
-45,475
| -69% | -$3.76M | ﹤0.01% | 204 |
|
|
2024
Q4 | $5.39M | Buy |
65,710
+59,585
| +973% | +$4.88M | 0.01% | 133 |
|
|
2024
Q3 | $509K | Buy |
6,125
+153
| +3% | +$12.7K | ﹤0.01% | 278 |
|
|
2024
Q2 | $488K | Buy |
5,972
+1,466
| +33% | +$120K | ﹤0.01% | 264 |
|
|
2024
Q1 | $369K | Sell |
4,506
-3,047
| -40% | -$249K | ﹤0.01% | 267 |
|
|
2023
Q4 | $620K | Buy |
7,553
+43
| +0.6% | +$3.53K | ﹤0.01% | 212 |
|
|
2023
Q3 | $608K | Sell |
7,510
-53
| -0.7% | -$4.29K | ﹤0.01% | 191 |
|
|
2023
Q2 | $613K | Sell |
7,563
-3,381
| -31% | -$274K | ﹤0.01% | 194 |
|
|
2023
Q1 | $899K | Sell |
10,944
-142,176
| -93% | -$11.7M | ﹤0.01% | 186 |
|
|
2022
Q4 | $12.4M | Buy |
153,120
+102,959
| +205% | +$8.36M | 0.04% | 76 |
|
|
2022
Q3 | $4.07M | Buy |
50,161
+28,438
| +131% | +$2.31M | 0.01% | 92 |
|
|
2022
Q2 | $1.8M | Buy |
21,723
+5,092
| +31% | +$421K | 0.01% | 121 |
|
|
2022
Q1 | $1.39M | Buy |
16,631
+10,495
| +171% | +$875K | ﹤0.01% | 133 |
|
|
2021
Q4 | $525K | Buy |
+6,136
| New | +$525K | ﹤0.01% | 153 |
|
|
2021
Q1 | – | Sell |
-163,559
| Closed | -$14.1M | – | 276 |
|
|
2020
Q4 | $14.1M | Sell |
163,559
-2,501
| -2% | -$216K | 0.05% | 55 |
|
|
2020
Q3 | $14.4M | Sell |
166,060
-16,933
| -9% | -$1.46M | 0.06% | 54 |
|
|
2020
Q2 | $15.8M | Buy |
182,993
+180,185
| +6,417% | +$15.6M | 0.07% | 53 |
|
|
2020
Q1 | $243K | Sell |
2,808
-5,582
| -67% | -$483K | ﹤0.01% | 133 |
|
|
2019
Q4 | $710K | Buy |
+8,390
| New | +$710K | ﹤0.01% | 104 |
|
|
2018
Q2 | – | Sell |
-4
| Closed | – | – | 154 |
|
|
2018
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 213 |
|