IFS 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 | $49.7K | Hold |
600
| – | – | 0.04% | 40 |
|
|
2025
Q1 | $49.6K | Hold |
600
| – | – | 0.04% | 48 |
|
|
2024
Q4 | $49.2K | Hold |
600
| – | – | 0.04% | 43 |
|
|
2024
Q3 | $49.9K | Hold |
600
| – | – | 0.04% | 32 |
|
|
2024
Q2 | $49K | Hold |
600
| – | – | 0.04% | 30 |
|
|
2024
Q1 | $49.1K | Sell |
600
-17
| -3% | -$1.39K | 0.04% | 30 |
|
|
2023
Q4 | $50.6K | Hold |
617
| – | – | 0.06% | 26 |
|
|
2023
Q3 | $50K | Hold |
617
| – | – | 0.09% | 25 |
|
|
2023
Q2 | $50K | Hold |
617
| – | – | 0.12% | 22 |
|
|
2023
Q1 | $50.7K | Sell |
617
-18,766
| -97% | -$1.54M | 0.21% | 21 |
|
|
2022
Q4 | $1.57M | Sell |
19,383
-1,955
| -9% | -$159K | 2.72% | 5 |
|
|
2022
Q3 | $1.73M | Sell |
21,338
-2,178
| -9% | -$177K | 3.18% | 5 |
|
|
2022
Q2 | $1.95M | Buy |
23,516
+228
| +1% | +$18.9K | 5.18% | 3 |
|
|
2022
Q1 | $1.94M | Buy |
23,288
+1,029
| +5% | +$85.8K | 1.82% | 8 |
|
|
2021
Q4 | $1.9M | Sell |
22,259
-5,764
| -21% | -$493K | 1.34% | 15 |
|
|
2021
Q3 | $2.41M | Sell |
28,023
-87,864
| -76% | -$7.57M | 1.55% | 14 |
|
|
2021
Q2 | $9.98M | Buy |
115,887
+5,272
| +5% | +$454K | 6.7% | 7 |
|
|
2021
Q1 | $9.54M | Buy |
110,615
+5,796
| +6% | +$500K | 7.46% | 5 |
|
|
2020
Q4 | $9.05M | Buy |
+104,819
| New | +$9.05M | 6.93% | 6 |
|