GHP 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 | $118K | Hold |
1,427
| – | – | 0.01% | 423 |
|
|
2025
Q1 | $118K | Buy |
1,427
+256
| +22% | +$21.2K | 0.01% | 409 |
|
|
2024
Q4 | $96K | Hold |
1,171
| – | – | ﹤0.01% | 434 |
|
|
2024
Q3 | $97.4K | Buy |
1,171
+916
| +359% | +$76.2K | ﹤0.01% | 441 |
|
|
2024
Q2 | $20.8K | Hold |
255
| – | – | ﹤0.01% | 587 |
|
|
2024
Q1 | $20.9K | Hold |
255
| – | – | ﹤0.01% | 575 |
|
|
2023
Q4 | $20.9K | Buy |
+255
| New | +$20.9K | ﹤0.01% | 565 |
|
|
2022
Q4 | – | Sell |
-539
| Closed | -$44K | – | 962 |
|
|
2022
Q3 | $44K | Sell |
539
-123
| -19% | -$10K | ﹤0.01% | 499 |
|
|
2022
Q2 | $55K | Buy |
+662
| New | +$55K | ﹤0.01% | 470 |
|