Independent Advisor Alliance’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 |
-31,294
| Closed | -$2.57M | – | 1273 |
|
|
2024
Q4 | $2.57M | Buy |
+31,294
| New | +$2.57M | 0.03% | 449 |
|
|
2024
Q2 | – | Sell |
-2,835
| Closed | -$232K | – | 746 |
|
|
2024
Q1 | $232K | Sell |
2,835
-2,112
| -43% | -$173K | 0.01% | 629 |
|
|
2023
Q4 | $406K | Sell |
4,947
-6,742
| -58% | -$553K | 0.01% | 477 |
|
|
2023
Q3 | $946K | Buy |
11,689
+4,253
| +57% | +$344K | 0.04% | 302 |
|
|
2023
Q2 | $603K | Buy |
+7,436
| New | +$603K | 0.03% | 390 |
|
|
2022
Q4 | – | Sell |
-5,578
| Closed | -$453K | – | 598 |
|
|
2022
Q3 | $453K | Sell |
5,578
-37
| -0.7% | -$3.01K | 0.03% | 395 |
|
|
2022
Q2 | $465K | Buy |
+5,615
| New | +$465K | 0.03% | 383 |
|
|
2020
Q1 | – | Sell |
-9,424
| Closed | -$798K | – | 772 |
|
|
2019
Q4 | $798K | Buy |
+9,424
| New | +$798K | 0.03% | 428 |
|
|
2019
Q2 | – | Sell |
-2,560
| Closed | -$215K | – | 460 |
|
|
2019
Q1 | $215K | Sell |
2,560
-314
| -11% | -$26.4K | 0.03% | 388 |
|
|
2018
Q4 | $240K | Buy |
+2,874
| New | +$240K | 0.04% | 331 |
|
|
2017
Q2 | – | Sell |
-4,144
| Closed | -$350K | – | 377 |
|
|
2017
Q1 | $350K | Buy |
+4,144
| New | +$350K | 0.06% | 274 |
|