Greenwood Capital Associates’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 | $221K | Hold |
2,670
| – | – | 0.03% | 239 |
|
|
2025
Q1 | $221K | Sell |
2,670
-990
| -27% | -$81.9K | 0.03% | 226 |
|
|
2024
Q4 | $300K | Sell |
3,660
-2,490
| -40% | -$204K | 0.04% | 221 |
|
|
2024
Q3 | $511K | Sell |
6,150
-2,280
| -27% | -$190K | 0.07% | 181 |
|
|
2024
Q2 | $688K | Sell |
8,430
-120,064
| -93% | -$9.8M | 0.09% | 168 |
|
|
2024
Q1 | $10.5M | Buy |
128,494
+4,548
| +4% | +$372K | 1.4% | 14 |
|
|
2023
Q4 | $10.2M | Sell |
123,946
-5,656
| -4% | -$464K | 1.32% | 16 |
|
|
2023
Q3 | $10.5M | Buy |
129,602
+1,273
| +1% | +$103K | 1.53% | 11 |
|
|
2023
Q2 | $10.4M | Buy |
128,329
+358
| +0.3% | +$29K | 1.46% | 13 |
|
|
2023
Q1 | $10.5M | Sell |
127,971
-58,847
| -31% | -$4.83M | 1.51% | 12 |
|
|
2022
Q4 | $15.2M | Buy |
186,818
+46
| +0% | +$3.73K | 2.49% | 4 |
|
|
2022
Q3 | $15.2M | Buy |
186,772
+517
| +0.3% | +$42K | 2.6% | 3 |
|
|
2022
Q2 | $15.4M | Sell |
186,255
-6,687
| -3% | -$554K | 2.47% | 6 |
|
|
2022
Q1 | $16.1M | Buy |
192,942
+6,250
| +3% | +$521K | 4.23% | 2 |
|
|
2021
Q4 | $16M | Buy |
186,692
+10,601
| +6% | +$907K | 2.26% | 4 |
|
|
2021
Q3 | $15.2M | Buy |
176,091
+4,445
| +3% | +$383K | 2.33% | 5 |
|
|
2021
Q2 | $14.8M | Buy |
171,646
+14,483
| +9% | +$1.25M | 2.24% | 6 |
|
|
2021
Q1 | $13.6M | Buy |
157,163
+49,018
| +45% | +$4.23M | 2.13% | 9 |
|
|
2020
Q4 | $9.34M | Buy |
108,145
+76,001
| +236% | +$6.57M | 1.57% | 20 |
|
|
2020
Q3 | $2.78M | Buy |
32,144
+18,548
| +136% | +$1.6M | 0.54% | 60 |
|
|
2020
Q2 | $1.18M | Buy |
+13,596
| New | +$1.18M | 0.27% | 69 |
|