IFG Advisory’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 | $984K | Sell |
11,881
-2,691
| -18% | -$223K | 0.05% | 341 |
|
|
2025
Q1 | $1.21M | Buy |
14,572
+2,804
| +24% | +$232K | 0.07% | 288 |
|
|
2024
Q4 | $965K | Buy |
11,768
+1,144
| +11% | +$93.8K | 0.05% | 300 |
|
|
2024
Q3 | $883K | Sell |
10,624
-4,434
| -29% | -$369K | 0.06% | 283 |
|
|
2024
Q2 | $1.23M | Buy |
15,058
+855
| +6% | +$69.8K | 0.08% | 253 |
|
|
2024
Q1 | $1.16M | Sell |
14,203
-1,710
| -11% | -$140K | 0.09% | 235 |
|
|
2023
Q4 | $1.31M | Buy |
15,913
+4,980
| +46% | +$409K | 0.1% | 221 |
|
|
2023
Q3 | $885K | Buy |
+10,933
| New | +$885K | 0.07% | 246 |
|
|
2023
Q2 | – | Sell |
-12,302
| Closed | -$1.01M | – | 458 |
|
|
2023
Q1 | $1.01M | Buy |
12,302
+145
| +1% | +$11.9K | 0.09% | 213 |
|
|
2022
Q4 | $986K | Buy |
12,157
+8,841
| +267% | +$717K | 0.1% | 212 |
|
|
2022
Q3 | $269K | Buy |
3,316
+793
| +31% | +$64.3K | 0.02% | 431 |
|
|
2022
Q2 | $208K | Sell |
2,523
-675
| -21% | -$55.6K | 0.02% | 438 |
|
|
2022
Q1 | $266K | Hold |
3,198
| – | – | 0.03% | 422 |
|
|
2021
Q4 | $273K | Buy |
3,198
+466
| +17% | +$39.8K | 0.03% | 414 |
|
|
2021
Q3 | $235K | Buy |
+2,732
| New | +$235K | 0.03% | 437 |
|
|
2020
Q1 | – | Sell |
-2,991
| Closed | -$253K | – | 413 |
|
|
2019
Q4 | $253K | Buy |
2,991
+63
| +2% | +$5.33K | 0.05% | 345 |
|
|
2019
Q3 | $248K | Sell |
2,928
-4,681
| -62% | -$396K | 0.05% | 337 |
|
|
2019
Q2 | $645K | Buy |
7,609
+453
| +6% | +$38.4K | 0.11% | 179 |
|
|
2019
Q1 | $601K | Sell |
7,156
-393
| -5% | -$33K | 0.12% | 172 |
|
|
2018
Q4 | $631K | Buy |
7,549
+1,522
| +25% | +$127K | 0.15% | 145 |
|
|
2018
Q3 | $500K | Hold |
6,027
| – | – | 0.09% | 207 |
|
|
2018
Q2 | $502K | Buy |
6,027
+1,200
| +25% | +$100K | 0.1% | 189 |
|
|
2018
Q1 | $403K | Sell |
4,827
-142
| -3% | -$11.9K | 0.09% | 214 |
|
|
2017
Q4 | $416K | Buy |
+4,969
| New | +$416K | 0.09% | 204 |
|