Fort Washington Investment 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 | $824K | Sell |
9,939
-826
| -8% | -$68.4K | ﹤0.01% | 293 |
|
2025
Q1 | $891K | Hold |
10,765
| – | – | 0.01% | 283 |
|
2024
Q4 | $883K | Hold |
10,765
| – | – | 0.01% | 285 |
|
2024
Q3 | $895K | Hold |
10,765
| – | – | 0.01% | 285 |
|
2024
Q2 | $879K | Hold |
10,765
| – | – | 0.01% | 296 |
|
2024
Q1 | $880K | Hold |
10,765
| – | – | 0.01% | 296 |
|
2023
Q4 | $883K | Hold |
10,765
| – | – | 0.01% | 284 |
|
2023
Q3 | $872K | Hold |
10,765
| – | – | 0.01% | 279 |
|
2023
Q2 | $873K | Hold |
10,765
| – | – | 0.01% | 279 |
|
2023
Q1 | $884K | Buy |
10,765
+1,239
| +13% | +$102K | 0.01% | 279 |
|
2022
Q4 | $773K | Sell |
9,526
-710
| -7% | -$57.6K | 0.01% | 286 |
|
2022
Q3 | $831K | Buy |
10,236
+400
| +4% | +$32.5K | 0.01% | 294 |
|
2022
Q2 | $814K | Buy |
9,836
+2,000
| +26% | +$166K | 0.01% | 294 |
|
2022
Q1 | $653K | Hold |
7,836
| – | – | ﹤0.01% | 360 |
|
2021
Q4 | $670K | Sell |
7,836
-54
| -0.7% | -$4.62K | ﹤0.01% | 359 |
|
2021
Q3 | $680K | Sell |
7,890
-1,566
| -17% | -$135K | ﹤0.01% | 352 |
|
2021
Q2 | $815K | Sell |
9,456
-4,474
| -32% | -$386K | 0.01% | 340 |
|
2021
Q1 | $1.2M | Sell |
13,930
-300
| -2% | -$25.9K | 0.01% | 294 |
|
2020
Q4 | $1.23M | Hold |
14,230
| – | – | 0.01% | 294 |
|
2020
Q3 | $1.23M | Sell |
14,230
-1,005
| -7% | -$86.9K | 0.01% | 296 |
|
2020
Q2 | $1.32M | Hold |
15,235
| – | – | 0.01% | 289 |
|
2020
Q1 | $1.32M | Hold |
15,235
| – | – | 0.02% | 259 |
|
2019
Q4 | $1.29M | Sell |
15,235
-1,200
| -7% | -$102K | 0.01% | 290 |
|
2019
Q3 | $1.39M | Sell |
16,435
-2,740
| -14% | -$232K | 0.02% | 295 |
|
2019
Q2 | $1.63M | Sell |
19,175
-1,070
| -5% | -$90.7K | 0.02% | 283 |
|
2019
Q1 | $1.7M | Sell |
20,245
-69,147
| -77% | -$5.82M | 0.02% | 282 |
|
2018
Q4 | $7.48M | Buy |
89,392
+52,725
| +144% | +$4.41M | 0.09% | 175 |
|
2018
Q3 | $3.05M | Buy |
36,667
+27,625
| +306% | +$2.3M | 0.03% | 258 |
|
2018
Q2 | $754K | Buy |
9,042
+1,100
| +14% | +$91.7K | 0.01% | 374 |
|
2018
Q1 | $664K | Sell |
7,942
-2,150
| -21% | -$180K | 0.01% | 404 |
|
2017
Q4 | $846K | Sell |
10,092
-1,800
| -15% | -$151K | 0.01% | 421 |
|
2017
Q3 | $1M | Buy |
11,892
+4,000
| +51% | +$338K | 0.02% | 315 |
|
2017
Q2 | $667K | Sell |
7,892
-3,000
| -28% | -$254K | 0.01% | 360 |
|
2017
Q1 | $921K | Sell |
10,892
-800
| -7% | -$67.6K | 0.01% | 324 |
|
2016
Q4 | $987K | Buy |
+11,692
| New | +$987K | 0.02% | 306 |
|