HIA
Harbor Investment Advisory’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.2M | Sell |
38,650
-338
| -0.9% | -$28K | 0.29% | 73 |
|
2025
Q1 | $3.23M | Sell |
38,988
-699
| -2% | -$57.8K | 0.31% | 63 |
|
2024
Q4 | $3.25M | Buy |
39,687
+62
| +0.2% | +$5.08K | 0.3% | 65 |
|
2024
Q3 | $3.29M | Buy |
39,625
+509
| +1% | +$42.3K | 0.32% | 59 |
|
2024
Q2 | $3.19M | Sell |
39,116
-438
| -1% | -$35.8K | 0.33% | 59 |
|
2024
Q1 | $3.23M | Sell |
39,554
-727
| -2% | -$59.5K | 0.34% | 58 |
|
2023
Q4 | $3.3M | Sell |
40,281
-848
| -2% | -$69.6K | 0.38% | 51 |
|
2023
Q3 | $3.33M | Sell |
41,129
-2,858
| -6% | -$231K | 0.44% | 41 |
|
2023
Q2 | $3.57M | Sell |
43,987
-882
| -2% | -$71.5K | 0.5% | 40 |
|
2023
Q1 | $3.69M | Buy |
44,869
+2,171
| +5% | +$178K | 0.55% | 38 |
|
2022
Q4 | $3.47M | Buy |
42,698
+4,801
| +13% | +$390K | 0.54% | 41 |
|
2022
Q3 | $3.08M | Sell |
37,897
-975
| -3% | -$79.2K | 0.51% | 40 |
|
2022
Q2 | $3.22M | Buy |
38,872
+23,535
| +153% | +$1.95M | 0.52% | 40 |
|
2022
Q1 | $1.28M | Sell |
15,337
-2,293
| -13% | -$191K | 0.17% | 108 |
|
2021
Q4 | $1.51M | Sell |
17,630
-4,115
| -19% | -$352K | 0.19% | 98 |
|
2021
Q3 | $1.87M | Sell |
21,745
-3,080
| -12% | -$265K | 0.25% | 74 |
|
2021
Q2 | $2.14M | Sell |
24,825
-415
| -2% | -$35.8K | 0.29% | 73 |
|
2021
Q1 | $2.18M | Sell |
25,240
-17,946
| -42% | -$1.55M | 0.33% | 66 |
|
2020
Q4 | $3.73M | Buy |
43,186
+2,147
| +5% | +$185K | 0.6% | 36 |
|
2020
Q3 | $3.55M | Buy |
41,039
+7,497
| +22% | +$649K | 0.68% | 29 |
|
2020
Q2 | $2.91M | Buy |
33,542
+248
| +0.7% | +$21.5K | 0.62% | 32 |
|
2020
Q1 | $2.89M | Buy |
33,294
+1,860
| +6% | +$161K | 0.78% | 27 |
|
2019
Q4 | $2.66M | Buy |
+31,434
| New | +$2.66M | 0.61% | 32 |
|