Horizon Financial 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 | $6.22K | Hold |
75
| – | – | ﹤0.01% | 153 |
|
|
2025
Q1 | $6.21K | Hold |
75
| – | – | ﹤0.01% | 136 |
|
|
2024
Q4 | $6.15K | Sell |
75
-40
| -35% | -$3.28K | ﹤0.01% | 138 |
|
|
2024
Q3 | $9.56K | Buy |
115
+40
| +53% | +$3.33K | 0.01% | 128 |
|
|
2024
Q2 | $6.12K | Hold |
75
| – | – | ﹤0.01% | 142 |
|
|
2024
Q1 | $6.13K | Buy |
+75
| New | +$6.13K | ﹤0.01% | 149 |
|
|
2022
Q1 | – | Sell |
-75
| Closed | -$6.42K | – | 102 |
|
|
2021
Q4 | $6.42K | Sell |
75
-3,974
| -98% | -$340K | ﹤0.01% | 101 |
|
|
2021
Q3 | $349K | Sell |
4,049
-23,709
| -85% | -$2.04M | 0.23% | 52 |
|
|
2021
Q2 | $2.39M | Sell |
27,758
-50,890
| -65% | -$4.39M | 1.74% | 24 |
|
|
2021
Q1 | $6.78M | Buy |
78,648
+2,380
| +3% | +$205K | 5.95% | 8 |
|
|
2020
Q4 | $6.59M | Sell |
76,268
-64,733
| -46% | -$5.59M | 5.97% | 8 |
|
|
2020
Q3 | $12.2M | Buy |
+141,001
| New | +$12.2M | 11.85% | 2 |
|