Global Retirement Partners’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 | $5.31M | Buy |
+64,047
| New | +$5.31M | 0.13% | 148 |
|
|
2024
Q4 | $3.28M | Buy |
40,028
+615
| +2% | +$50.4K | 0.09% | 207 |
|
|
2024
Q3 | $3.28M | Sell |
39,413
-7,767
| -16% | -$646K | 0.1% | 194 |
|
|
2024
Q2 | $3.85M | Buy |
47,180
+13,250
| +39% | +$1.08M | 0.12% | 169 |
|
|
2024
Q1 | $2.77M | Buy |
33,930
+4,537
| +15% | +$371K | 0.1% | 198 |
|
|
2023
Q4 | $2.42M | Sell |
29,393
-7,601
| -21% | -$625K | 0.1% | 194 |
|
|
2023
Q3 | $2.99M | Buy |
36,994
+9,270
| +33% | +$749K | 0.15% | 136 |
|
|
2023
Q2 | $2.25M | Sell |
27,724
-15,304
| -36% | -$1.24M | 0.11% | 177 |
|
|
2023
Q1 | $3.54M | Buy |
43,028
+22,330
| +108% | +$1.84M | 0.19% | 121 |
|
|
2022
Q4 | $1.68M | Buy |
20,698
+1,024
| +5% | +$83.1K | 0.12% | 184 |
|
|
2022
Q3 | $1.59M | Buy |
19,674
+4,305
| +28% | +$349K | 0.12% | 177 |
|
|
2022
Q2 | $1.27M | Sell |
15,369
-42
| -0.3% | -$3.48K | 0.1% | 207 |
|
|
2022
Q1 | $1.29M | Buy |
+15,411
| New | +$1.29M | 0.1% | 211 |
|
|
2021
Q4 | – | Sell |
-7,431
| Closed | -$640K | – | 1529 |
|
|
2021
Q3 | $640K | Buy |
7,431
+2,114
| +40% | +$182K | 0.06% | 260 |
|
|
2021
Q2 | $458K | Sell |
5,317
-551
| -9% | -$47.5K | 0.05% | 303 |
|
|
2021
Q1 | $506K | Sell |
5,868
-1,855
| -24% | -$160K | 0.06% | 258 |
|
|
2020
Q4 | $667K | Buy |
7,723
+293
| +4% | +$25.3K | 0.08% | 201 |
|
|
2020
Q3 | $643K | Sell |
7,430
-2,051
| -22% | -$177K | 0.09% | 197 |
|
|
2020
Q2 | $821K | Sell |
9,481
-530
| -5% | -$45.9K | 0.13% | 155 |
|
|
2020
Q1 | $868K | Buy |
10,011
+448
| +5% | +$38.8K | 0.16% | 130 |
|
|
2019
Q4 | $809K | Buy |
9,563
+4,366
| +84% | +$369K | 0.12% | 166 |
|
|
2019
Q3 | $441K | Buy |
5,197
+474
| +10% | +$40.2K | 0.07% | 230 |
|
|
2019
Q2 | $400K | Buy |
4,723
+1,500
| +47% | +$127K | 0.08% | 219 |
|
|
2019
Q1 | $271K | Sell |
3,223
-29,386
| -90% | -$2.47M | 0.07% | 245 |
|
|
2018
Q4 | $2.73M | Buy |
32,609
+29,098
| +829% | +$2.43M | 0.7% | 28 |
|
|
2018
Q3 | $292K | Sell |
3,511
-175
| -5% | -$14.6K | 0.07% | 241 |
|
|
2018
Q2 | $307K | Buy |
3,686
+805
| +28% | +$67K | 0.08% | 226 |
|
|
2018
Q1 | $241K | Buy |
2,881
+1,508
| +110% | +$126K | 0.07% | 255 |
|
|
2017
Q4 | $115K | Sell |
1,373
-150
| -10% | -$12.6K | 0.03% | 335 |
|
|
2017
Q3 | $129K | Buy |
1,523
+1
| +0.1% | +$85 | 0.05% | 287 |
|
|
2017
Q2 | $129K | Buy |
1,522
+140
| +10% | +$11.9K | 0.06% | 269 |
|
|
2017
Q1 | $117K | Buy |
+1,382
| New | +$117K | 0.07% | 253 |
|