Financial Gravity Asset Management’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
Q1 | $993 | Buy |
+12
| New | +$993 | ﹤0.01% | 881 |
|
|
2024
Q2 | – | Sell |
-226
| Closed | -$18.4K | – | 2354 |
|
|
2024
Q1 | $18.4K | Sell |
226
-481
| -68% | -$39.2K | ﹤0.01% | 561 |
|
|
2023
Q4 | $57.5K | Buy |
707
+1
| +0.1% | +$81 | ﹤0.01% | 576 |
|
|
2023
Q3 | $57.3K | Buy |
706
+625
| +772% | +$50.8K | ﹤0.01% | 500 |
|
|
2023
Q2 | $29.7K | Sell |
81
-1
| -1% | -$366 | 0.08% | 118 |
|
|
2023
Q1 | $23.9K | Buy |
82
+1
| +1% | +$291 | 0.74% | 31 |
|
|
2022
Q4 | $62.9K | Sell |
81
-1,296
| -94% | -$1.01M | 0.33% | 54 |
|
|
2022
Q3 | $16.1K | Sell |
1,377
-200
| -13% | -$2.34K | 0.55% | 36 |
|
|
2022
Q2 | $16.6K | Hold |
1,577
| – | – | 0.51% | 37 |
|
|
2022
Q1 | $16.9K | Sell |
1,577
-1,003
| -39% | -$10.8K | 0.47% | 46 |
|
|
2021
Q4 | $21.2K | Buy |
2,580
+2,331
| +936% | +$19.2K | 0.48% | 44 |
|
|
2021
Q3 | $86K | Sell |
249
-12
| -5% | -$4.15K | 0.04% | 399 |
|
|
2021
Q2 | $86K | Buy |
261
+40
| +18% | +$13.2K | 0.03% | 395 |
|
|
2021
Q1 | $19.1K | Sell |
221
-78
| -26% | -$6.73K | 0.39% | 31 |
|
|
2020
Q4 | $26K | Buy |
+299
| New | +$26K | 0.02% | 117 |
|
|
2020
Q2 | – | Sell |
-7,135
| Closed | -$616K | – | 749 |
|
|
2020
Q1 | $616K | Buy |
7,135
+1,970
| +38% | +$170K | 1.91% | 4 |
|
|
2019
Q4 | $87K | Buy |
5,165
+2,542
| +97% | +$42.8K | 0.06% | 376 |
|
|
2019
Q3 | $223K | Sell |
2,623
-845
| -24% | -$71.8K | 0.19% | 108 |
|
|
2019
Q2 | $294K | Sell |
3,468
-496
| -13% | -$42K | 0.24% | 97 |
|
|
2019
Q1 | $332K | Buy |
+3,964
| New | +$332K | 0.27% | 86 |
|
|
2018
Q3 | $108K | Sell |
1,299
-5
| -0.4% | -$416 | 0.11% | 200 |
|
|
2018
Q2 | $109K | Buy |
1,304
+113
| +9% | +$9.45K | 0.1% | 199 |
|
|
2018
Q1 | $99K | Buy |
+1,191
| New | +$99K | 0.1% | 188 |
|