Icon Wealth 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 | $385K | Buy |
4,642
+399
| +9% | +$33.1K | 0.03% | 281 |
|
|
2025
Q1 | $351K | Hold |
4,243
| – | – | 0.03% | 273 |
|
|
2024
Q4 | $348K | Buy |
4,243
+2,703
| +176% | +$222K | 0.03% | 275 |
|
|
2024
Q3 | $128K | Buy |
+1,540
| New | +$128K | 0.01% | 432 |
|
|
2024
Q2 | – | Sell |
-2,368
| Closed | -$194K | – | 490 |
|
|
2024
Q1 | $194K | Sell |
2,368
-7,626
| -76% | -$624K | 0.02% | 344 |
|
|
2023
Q4 | $820K | Buy |
+9,994
| New | +$820K | 0.09% | 142 |
|
|
2022
Q4 | $259K | Sell |
3,192
-3,884
| -55% | -$315K | 0.03% | 272 |
|
|
2022
Q3 | $575K | Buy |
+7,076
| New | +$575K | 0.07% | 173 |
|