Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $47.5K | Sell |
582
-613
| -51% | -$50.1K | 0.01% | 244 |
|
|
2024
Q1 | $97.7K | Sell |
1,195
-23
| -2% | -$1.88K | 0.02% | 188 |
|
|
2023
Q4 | $99.9K | Buy |
1,218
+205
| +20% | +$16.8K | 0.02% | 191 |
|
|
2023
Q3 | $82K | Buy |
1,013
+3
| +0.3% | +$243 | 0.01% | 189 |
|
|
2023
Q2 | $81.9K | Buy |
1,010
+3
| +0.3% | +$243 | 0.01% | 196 |
|
|
2023
Q1 | $82.7K | Buy |
1,007
+2
| +0.2% | +$164 | 0.01% | 186 |
|
|
2022
Q4 | $81.6K | Buy |
1,005
+3
| +0.3% | +$244 | 0.01% | 186 |
|
|
2022
Q3 | $81K | Buy |
1,002
+1
| +0.1% | +$81 | 0.01% | 185 |
|
|
2022
Q2 | $83K | Buy |
1,001
+1
| +0.1% | +$83 | 0.01% | 186 |
|
|
2022
Q1 | $83K | Hold |
1,000
| – | – | 0.01% | 210 |
|
|
2021
Q4 | $86K | Buy |
1,000
+1
| +0.1% | +$86 | 0.01% | 216 |
|
|
2021
Q3 | $86K | Sell |
999
-116
| -10% | -$9.99K | 0.01% | 255 |
|
|
2021
Q2 | $96K | Sell |
1,115
-347
| -24% | -$29.9K | 0.02% | 249 |
|
|
2021
Q1 | $126K | Sell |
1,462
-4,133
| -74% | -$356K | 0.02% | 237 |
|
|
2020
Q4 | $483K | Sell |
5,595
-200
| -3% | -$17.3K | 0.1% | 119 |
|
|
2020
Q3 | $501K | Sell |
5,795
-97
| -2% | -$8.39K | 0.12% | 109 |
|
|
2020
Q2 | $510K | Sell |
5,892
-154
| -3% | -$13.3K | 0.11% | 109 |
|
|
2020
Q1 | $524K | Sell |
6,046
-6,498
| -52% | -$563K | 0.12% | 104 |
|
|
2019
Q4 | $1.06M | Buy |
12,544
+176
| +1% | +$14.9K | 0.22% | 84 |
|
|
2019
Q3 | $1.05M | Sell |
12,368
-8,059
| -39% | -$684K | 0.23% | 82 |
|
|
2019
Q2 | $1.73M | Sell |
20,427
-584
| -3% | -$49.5K | 0.37% | 77 |
|
|
2019
Q1 | $1.77M | Sell |
21,011
-1,148
| -5% | -$96.5K | 0.37% | 77 |
|
|
2018
Q4 | $1.85M | Sell |
22,159
-991
| -4% | -$82.9K | 0.42% | 75 |
|
|
2018
Q3 | $1.92M | Sell |
23,150
-5,196
| -18% | -$432K | 0.38% | 77 |
|
|
2018
Q2 | $2.36M | Sell |
28,346
-339
| -1% | -$28.3K | 0.49% | 72 |
|
|
2018
Q1 | $2.4M | Sell |
28,685
-11,312
| -28% | -$945K | 0.51% | 69 |
|
|
2017
Q4 | $3.35M | Sell |
39,997
-1,288
| -3% | -$108K | 0.64% | 62 |
|
|
2017
Q3 | $3.49M | Buy |
41,285
+1,075
| +3% | +$90.8K | 0.7% | 55 |
|
|
2017
Q2 | $3.4M | Sell |
40,210
-1,979
| -5% | -$167K | 0.83% | 51 |
|
|
2017
Q1 | $3.57M | Buy |
42,189
+3,370
| +9% | +$285K | 1.11% | 45 |
|
|
2016
Q4 | $3.28M | Buy |
38,819
+444
| +1% | +$37.5K | 1.03% | 56 |
|
|
2016
Q3 | $3.26M | Buy |
38,375
+2,147
| +6% | +$183K | 1.09% | 57 |
|
|
2016
Q2 | $3.09M | Sell |
36,228
-8,485
| -19% | -$724K | 1.08% | 49 |
|
|
2016
Q1 | $3.77M | Sell |
44,713
-329
| -0.7% | -$27.8K | 1.41% | 15 |
|
|
2015
Q4 | $3.8M | Buy |
+45,042
| New | +$3.8M | 1.42% | 15 |
|