Guerra Pan 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 | – | Sell |
-9,002
| Closed | -$745K | – | 116 |
|
|
2025
Q1 | $745K | Sell |
9,002
-73
| -0.8% | -$6.04K | 0.58% | 45 |
|
|
2024
Q4 | $744K | Hold |
9,075
| – | – | 0.54% | 48 |
|
|
2024
Q3 | $755K | Hold |
9,075
| – | – | 0.6% | 48 |
|
|
2024
Q2 | $741K | Hold |
9,075
| – | – | 0.62% | 45 |
|
|
2024
Q1 | $742K | Sell |
9,075
-3,595
| -28% | -$294K | 0.69% | 42 |
|
|
2023
Q4 | $1.04M | Hold |
12,670
| – | – | 0.99% | 32 |
|
|
2023
Q3 | $1.03M | Hold |
12,670
| – | – | 1.18% | 29 |
|
|
2023
Q2 | $1.03M | Buy |
12,670
+694
| +6% | +$56.3K | 1.14% | 27 |
|
|
2023
Q1 | $984K | Hold |
11,976
| – | – | 1.23% | 25 |
|
|
2022
Q4 | $972K | Sell |
11,976
-50
| -0.4% | -$4.06K | 1.33% | 21 |
|
|
2022
Q3 | $974K | Hold |
12,026
| – | – | 1.42% | 21 |
|
|
2022
Q2 | $999K | Hold |
12,026
| – | – | 1.24% | 23 |
|
|
2022
Q1 | $1M | Sell |
12,026
-54
| -0.4% | -$4.49K | 1.21% | 28 |
|
|
2021
Q4 | $1.03M | Buy |
+12,080
| New | +$1.03M | 1.02% | 28 |
|