Great Valley Advisor Group’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 | $5.62M | Buy |
67,847
+19,921
| +42% | +$1.65M | 0.12% | 160 |
|
|
2025
Q1 | $3.96M | Buy |
47,926
+22,697
| +90% | +$1.88M | 0.09% | 204 |
|
|
2024
Q4 | $2.07M | Buy |
25,229
+1,176
| +5% | +$96.4K | 0.05% | 313 |
|
|
2024
Q3 | $2M | Buy |
24,053
+1,593
| +7% | +$132K | 0.05% | 311 |
|
|
2024
Q2 | $1.83M | Buy |
22,460
+902
| +4% | +$73.6K | 0.05% | 293 |
|
|
2024
Q1 | $1.76M | Buy |
21,558
+1,441
| +7% | +$118K | 0.05% | 293 |
|
|
2023
Q4 | $1.65M | Sell |
20,117
-2,327
| -10% | -$191K | 0.06% | 267 |
|
|
2023
Q3 | $1.82M | Sell |
22,444
-3,788
| -14% | -$307K | 0.08% | 232 |
|
|
2023
Q2 | $2.13M | Buy |
26,232
+1,996
| +8% | +$162K | 0.09% | 213 |
|
|
2023
Q1 | $1.99M | Sell |
24,236
-1,410
| -5% | -$116K | 0.09% | 213 |
|
|
2022
Q4 | $2.08M | Sell |
25,646
-18,211
| -42% | -$1.48M | 0.11% | 207 |
|
|
2022
Q3 | $3.56M | Sell |
43,857
-3,622
| -8% | -$294K | 0.2% | 129 |
|
|
2022
Q2 | $3.93M | Buy |
47,479
+339
| +0.7% | +$28.1K | 0.22% | 120 |
|
|
2022
Q1 | $3.93M | Buy |
47,140
+2,048
| +5% | +$171K | 0.23% | 109 |
|
|
2021
Q4 | $3.86M | Buy |
45,092
+1,256
| +3% | +$107K | 0.24% | 109 |
|
|
2021
Q3 | $3.78M | Buy |
43,836
+1,013
| +2% | +$87.3K | 0.26% | 105 |
|
|
2021
Q2 | $3.69M | Buy |
42,823
+26,216
| +158% | +$2.26M | 0.27% | 99 |
|
|
2021
Q1 | $1.43M | Sell |
16,607
-2,459
| -13% | -$212K | 0.14% | 163 |
|
|
2020
Q4 | $1.65M | Buy |
19,066
+669
| +4% | +$57.8K | 0.17% | 134 |
|
|
2020
Q3 | $1.59M | Buy |
18,397
+1,937
| +12% | +$168K | 0.2% | 111 |
|
|
2020
Q2 | $1.43M | Sell |
16,460
-1,231
| -7% | -$107K | 0.23% | 119 |
|
|
2020
Q1 | $1.53M | Buy |
17,691
+3,066
| +21% | +$266K | 0.41% | 73 |
|
|
2019
Q4 | $1.24M | Sell |
14,625
-154
| -1% | -$13K | 0.28% | 109 |
|
|
2019
Q3 | $1.25M | Buy |
14,779
+603
| +4% | +$51.1K | 0.3% | 100 |
|
|
2019
Q2 | $1.2M | Buy |
14,176
+328
| +2% | +$27.8K | 0.3% | 100 |
|
|
2019
Q1 | $1.17M | Sell |
13,848
-4,064
| -23% | -$342K | 0.37% | 77 |
|
|
2018
Q4 | $1.68M | Buy |
+17,912
| New | +$1.68M | 0.63% | 39 |
|