IAN
Integrated Advisors Network’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.01M | Sell |
72,592
-2,472
| -3% | -$205K | 0.27% | 91 |
|
|
2025
Q1 | $6.21M | Sell |
75,064
-21,798
| -23% | -$1.8M | 0.31% | 76 |
|
|
2024
Q4 | $7.94M | Sell |
96,862
-1,045
| -1% | -$85.7K | 0.38% | 54 |
|
|
2024
Q3 | $8.14M | Buy |
97,907
+2,651
| +3% | +$220K | 0.39% | 56 |
|
|
2024
Q2 | $7.78M | Sell |
95,256
-9,612
| -9% | -$785K | 0.4% | 49 |
|
|
2024
Q1 | $8.58M | Sell |
104,868
-26,008
| -20% | -$2.13M | 0.44% | 52 |
|
|
2023
Q4 | $10.7M | Sell |
130,876
-13,297
| -9% | -$1.09M | 0.61% | 30 |
|
|
2023
Q3 | $11.7M | Buy |
144,173
+8,009
| +6% | +$648K | 0.71% | 22 |
|
|
2023
Q2 | $11M | Sell |
136,164
-2,605
| -2% | -$211K | 0.64% | 29 |
|
|
2023
Q1 | $11.4M | Buy |
138,769
+64,986
| +88% | +$5.34M | 0.69% | 24 |
|
|
2022
Q4 | $5.99M | Buy |
73,783
+1,580
| +2% | +$128K | 0.39% | 67 |
|
|
2022
Q3 | $5.86M | Sell |
72,203
-1,129
| -2% | -$91.7K | 0.4% | 57 |
|
|
2022
Q2 | $6.07M | Sell |
73,332
-4,525
| -6% | -$375K | 0.4% | 59 |
|
|
2022
Q1 | $6.49M | Sell |
77,857
-5,132
| -6% | -$428K | 0.38% | 61 |
|
|
2021
Q4 | $7.1M | Buy |
82,989
+2,103
| +3% | +$180K | 0.42% | 52 |
|
|
2021
Q3 | $6.97M | Buy |
80,886
+170
| +0.2% | +$14.6K | 0.46% | 43 |
|
|
2021
Q2 | $6.95M | Sell |
80,716
-59,673
| -43% | -$5.14M | 0.51% | 40 |
|
|
2021
Q1 | $12.1M | Buy |
140,389
+17,121
| +14% | +$1.48M | 1.11% | 17 |
|
|
2020
Q4 | $10.6M | Buy |
123,268
+2,653
| +2% | +$229K | 1.17% | 14 |
|
|
2020
Q3 | $10.4M | Sell |
120,615
-28,916
| -19% | -$2.5M | 1.32% | 12 |
|
|
2020
Q2 | $13M | Sell |
149,531
-15,643
| -9% | -$1.35M | 1.52% | 11 |
|
|
2020
Q1 | $14.3M | Buy |
165,174
+44,829
| +37% | +$3.89M | 2.8% | 2 |
|
|
2019
Q4 | $10.2M | Buy |
+120,345
| New | +$10.2M | 1.37% | 5 |
|