Idaho Trust Bank’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
Q1 | – | Sell |
-3,676
| Closed | -$301K | – | 105 |
|
2024
Q4 | $301K | Sell |
3,676
-8,611
| -70% | -$706K | 0.15% | 65 |
|
2024
Q3 | $1.02M | Hold |
12,287
| – | – | 0.49% | 48 |
|
2024
Q2 | $1M | Buy |
+12,287
| New | +$1M | 0.51% | 49 |
|
2023
Q4 | – | Sell |
-5,049
| Closed | -$409K | – | 86 |
|
2023
Q3 | $409K | Sell |
5,049
-39
| -0.8% | -$3.16K | 0.27% | 62 |
|
2023
Q2 | $413K | Buy |
+5,088
| New | +$413K | 0.26% | 59 |
|