IFP 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 | $782K | Sell |
9,439
-3,368
| -26% | -$279K | 0.02% | 659 |
|
|
2025
Q1 | $1.06M | Buy |
12,807
+716
| +6% | +$59.2K | 0.03% | 539 |
|
|
2024
Q4 | $991K | Buy |
12,091
+1,083
| +10% | +$88.8K | 0.03% | 531 |
|
|
2024
Q3 | $915K | Buy |
11,008
+1,607
| +17% | +$134K | 0.03% | 502 |
|
|
2024
Q2 | $768K | Sell |
9,401
-26,887
| -74% | -$2.2M | 0.03% | 514 |
|
|
2024
Q1 | $2.97M | Sell |
36,288
-8,859
| -20% | -$724K | 0.13% | 169 |
|
|
2023
Q4 | $3.7M | Buy |
45,147
+14,227
| +46% | +$1.17M | 0.17% | 116 |
|
|
2023
Q3 | $2.5M | Sell |
30,920
-20,515
| -40% | -$1.66M | 0.11% | 189 |
|
|
2023
Q2 | $4.17M | Sell |
51,435
-10,622
| -17% | -$861K | 0.17% | 118 |
|
|
2023
Q1 | $5.17M | Sell |
62,057
-146,248
| -70% | -$12.2M | 0.22% | 88 |
|
|
2022
Q4 | $17.3M | Buy |
208,305
+16,077
| +8% | +$1.34M | 0.46% | 34 |
|
|
2022
Q3 | $16M | Buy |
192,228
+22,295
| +13% | +$1.86M | 0.42% | 38 |
|
|
2022
Q2 | $14.2M | Hold |
169,933
| – | – | 0.45% | 36 |
|
|
2022
Q1 | $14.2M | Buy |
169,933
+160,387
| +1,680% | +$13.4M | 0.45% | 36 |
|
|
2021
Q4 | $816K | Sell |
9,546
-10,365
| -52% | -$886K | 0.02% | 450 |
|
|
2021
Q3 | $1.72M | Buy |
19,911
+112
| +0.6% | +$9.67K | 0.03% | 281 |
|
|
2021
Q2 | $1.71M | Sell |
19,799
-39,895
| -67% | -$3.44M | 0.04% | 275 |
|
|
2021
Q1 | $5.15M | Buy |
59,694
+33,130
| +125% | +$2.86M | 0.1% | 99 |
|
|
2020
Q4 | $2.3M | Sell |
26,564
-30,892
| -54% | -$2.67M | 0.09% | 188 |
|
|
2020
Q3 | $4.97M | Buy |
57,456
+24,874
| +76% | +$2.15M | 0.3% | 66 |
|
|
2020
Q2 | $2.82M | Buy |
32,582
+4,056
| +14% | +$351K | 0.22% | 95 |
|
|
2020
Q1 | $2.47M | Sell |
28,526
-6,440
| -18% | -$558K | 0.25% | 89 |
|
|
2019
Q4 | $2.96M | Buy |
34,966
+17,760
| +103% | +$1.5M | 0.22% | 101 |
|
|
2019
Q3 | $1.46M | Buy |
+17,206
| New | +$1.46M | 0.1% | 231 |
|
|
2019
Q1 | $396K | Sell |
4,713
-14,833
| -76% | -$1.25M | 0.05% | 325 |
|
|
2018
Q4 | $1.63M | Sell |
19,546
-4,426
| -18% | -$370K | 0.1% | 222 |
|
|
2018
Q3 | $1.99M | Sell |
23,972
-29,361
| -55% | -$2.44M | 0.08% | 261 |
|
|
2018
Q2 | $4.45M | Buy |
53,333
+35,077
| +192% | +$2.92M | 0.19% | 124 |
|
|
2018
Q1 | $1.53M | Hold |
18,256
| – | – | 0.07% | 292 |
|
|
2017
Q4 | $1.53M | Buy |
18,256
+24
| +0.1% | +$2.01K | 0.07% | 292 |
|
|
2017
Q3 | $1.54M | Buy |
18,232
+27
| +0.1% | +$2.28K | 0.06% | 324 |
|
|
2017
Q2 | $1.54M | Sell |
18,205
-5,831
| -24% | -$493K | 0.07% | 320 |
|
|
2017
Q1 | $2.03M | Sell |
24,036
-4,936
| -17% | -$417K | 0.09% | 247 |
|
|
2016
Q4 | $2.45M | Buy |
28,972
+3,134
| +12% | +$265K | 0.12% | 190 |
|
|
2016
Q3 | $2.2M | Buy |
25,838
+2,361
| +10% | +$201K | 0.11% | 200 |
|
|
2016
Q2 | $2M | Buy |
23,477
+18,764
| +398% | +$1.6M | 0.11% | 207 |
|
|
2016
Q1 | $396K | Sell |
4,713
-16,167
| -77% | -$1.36M | 0.05% | 325 |
|
|
2015
Q4 | $1.76M | Buy |
+20,880
| New | +$1.76M | 0.12% | 185 |
|