Focus Financial Network’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 | $7.86M | Buy |
94,845
+3,135
| +3% | +$260K | 0.31% | 60 |
|
|
2025
Q1 | $7.59M | Sell |
91,710
-732
| -0.8% | -$60.6K | 0.31% | 62 |
|
|
2024
Q4 | $7.58M | Sell |
92,442
-1,588
| -2% | -$130K | 0.3% | 62 |
|
|
2024
Q3 | $7.82M | Sell |
94,030
-2,600
| -3% | -$216K | 0.32% | 58 |
|
|
2024
Q2 | $7.92M | Sell |
96,630
-3,608
| -4% | -$296K | 0.34% | 58 |
|
|
2024
Q1 | $8.13M | Sell |
100,238
-696
| -0.7% | -$56.5K | 0.4% | 49 |
|
|
2023
Q4 | $8.28M | Sell |
100,934
-945
| -0.9% | -$77.5K | 0.31% | 69 |
|
|
2023
Q3 | $8.25M | Sell |
101,879
-1,158
| -1% | -$93.8K | 0.47% | 42 |
|
|
2023
Q2 | $8.35M | Buy |
103,037
+3,194
| +3% | +$259K | 0.46% | 45 |
|
|
2023
Q1 | $8.2M | Buy |
+99,843
| New | +$8.2M | 0.51% | 42 |
|
|
2021
Q2 | – | Sell |
-2,609
| Closed | -$225K | – | 416 |
|
|
2021
Q1 | $225K | Buy |
+2,609
| New | +$225K | 0.03% | 374 |
|
|
2020
Q4 | – | Sell |
-82,238
| Closed | -$7.11M | – | 471 |
|
|
2020
Q3 | $7.11M | Buy |
82,238
+2,018
| +3% | +$175K | 0.66% | 34 |
|
|
2020
Q2 | $6.95M | Buy |
80,220
+2,481
| +3% | +$215K | 0.77% | 30 |
|
|
2020
Q1 | $6.74M | Buy |
77,739
+8,721
| +13% | +$756K | 0.9% | 30 |
|
|
2019
Q4 | $5.84M | Sell |
69,018
-407
| -0.6% | -$34.4K | 0.72% | 31 |
|
|
2019
Q3 | $5.89M | Buy |
69,425
+2,368
| +4% | +$201K | 0.82% | 27 |
|
|
2019
Q2 | $5.69M | Buy |
67,057
+2,871
| +4% | +$243K | 0.84% | 26 |
|
|
2019
Q1 | $5.4M | Buy |
+64,186
| New | +$5.4M | 0.87% | 25 |
|