Harvest Investment Services’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 | $339K | Buy |
4,089
+1,629
| +66% | +$135K | 0.08% | 239 |
|
|
2025
Q1 | $203K | Buy |
2,460
+16
| +0.7% | +$1.32K | 0.06% | 262 |
|
|
2024
Q4 | $200K | Buy |
+2,444
| New | +$200K | 0.05% | 275 |
|
|
2023
Q1 | – | Sell |
-3,744
| Closed | -$304K | – | 153 |
|
|
2022
Q4 | $304K | Sell |
3,744
-80
| -2% | -$6.49K | 0.32% | 88 |
|
|
2022
Q3 | $310K | Buy |
+3,824
| New | +$310K | 0.38% | 81 |
|
|
2019
Q4 | – | Sell |
-2,839
| Closed | -$240K | – | 177 |
|
|
2019
Q3 | $240K | Buy |
+2,839
| New | +$240K | 0.12% | 137 |
|