Interactive Financial 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 | $356K | Sell |
4,298
-308
| -7% | -$25.5K | 0.17% | 68 |
|
|
2025
Q1 | $381K | Sell |
4,606
-65
| -1% | -$5.38K | 0.2% | 65 |
|
|
2024
Q4 | $383K | Sell |
4,671
-74
| -2% | -$6.07K | 0.2% | 68 |
|
|
2024
Q3 | $395K | Sell |
4,745
-117
| -2% | -$9.73K | 0.2% | 67 |
|
|
2024
Q2 | $397K | Buy |
4,862
+81
| +2% | +$6.61K | 0.22% | 64 |
|
|
2024
Q1 | $391K | Sell |
4,781
-124,812
| -96% | -$10.2M | 0.22% | 66 |
|
|
2023
Q4 | $9.72M | Buy |
129,593
+124,949
| +2,691% | +$9.38M | 5.21% | 7 |
|
|
2023
Q3 | $376K | Sell |
4,644
-1,310
| -22% | -$106K | 0.25% | 61 |
|
|
2023
Q2 | $483K | Sell |
5,954
-4,495
| -43% | -$364K | 0.33% | 55 |
|
|
2023
Q1 | $859K | Sell |
10,449
-40
| -0.4% | -$3.29K | 0.55% | 35 |
|
|
2022
Q4 | $851K | Sell |
10,489
-58,869
| -85% | -$4.78M | 0.51% | 40 |
|
|
2022
Q3 | $5.63M | Sell |
69,358
-35,034
| -34% | -$2.85M | 3.27% | 8 |
|
|
2022
Q2 | $8.64M | Buy |
104,392
+90,889
| +673% | +$7.53M | 4.34% | 8 |
|
|
2022
Q1 | $867K | Buy |
13,503
+1,801
| +15% | +$116K | 0.41% | 44 |
|
|
2021
Q4 | $1M | Sell |
11,702
-21
| -0.2% | -$1.8K | 0.38% | 42 |
|
|
2021
Q3 | $1.01M | Buy |
11,723
+260
| +2% | +$22.4K | 0.44% | 41 |
|
|
2021
Q2 | $988K | Sell |
11,463
-46,192
| -80% | -$3.98M | 0.4% | 41 |
|
|
2021
Q1 | $4.97M | Buy |
57,655
+43,131
| +297% | +$3.72M | 2.09% | 14 |
|
|
2020
Q4 | $1.25M | Sell |
14,524
-54,909
| -79% | -$4.74M | 0.57% | 35 |
|
|
2020
Q3 | $6.01M | Sell |
69,433
-58,175
| -46% | -$5.03M | 2.98% | 11 |
|
|
2020
Q2 | $11.1M | Buy |
127,608
+112,244
| +731% | +$9.72M | 5.44% | 6 |
|
|
2020
Q1 | $1.33M | Buy |
15,364
+1,421
| +10% | +$123K | 1.18% | 16 |
|
|
2019
Q4 | $1.18M | Sell |
13,943
-262
| -2% | -$22.2K | 0.53% | 34 |
|
|
2019
Q3 | $1.21M | Sell |
14,205
-34
| -0.2% | -$2.88K | 0.55% | 30 |
|
|
2019
Q2 | $1.21M | Sell |
14,239
-69,544
| -83% | -$5.9M | 0.55% | 31 |
|
|
2019
Q1 | $7.05M | Sell |
83,783
-4,161
| -5% | -$350K | 3.39% | 11 |
|
|
2018
Q4 | $7.35M | Buy |
87,944
+72,544
| +471% | +$6.07M | 3.81% | 9 |
|
|
2018
Q3 | $1.28M | Sell |
15,400
-73,067
| -83% | -$6.07M | 0.61% | 28 |
|
|
2018
Q2 | $7.38M | Buy |
88,467
+72,708
| +461% | +$6.06M | 3.49% | 11 |
|
|
2018
Q1 | $1.32M | Sell |
15,759
-78,415
| -83% | -$6.55M | 0.63% | 28 |
|
|
2017
Q4 | $7.9M | Buy |
94,174
+75,631
| +408% | +$6.34M | 3.47% | 10 |
|
|
2017
Q3 | $1.57M | Sell |
18,543
-606
| -3% | -$51.2K | 0.71% | 23 |
|
|
2017
Q2 | $1.62M | Sell |
19,149
-74,320
| -80% | -$6.28M | 0.76% | 24 |
|
|
2017
Q1 | $7.9M | Buy |
93,469
+4,258
| +5% | +$360K | 3.84% | 9 |
|
|
2016
Q4 | $7.53M | Buy |
89,211
+69,963
| +363% | +$5.91M | 3.79% | 9 |
|
|
2016
Q3 | $1.64M | Buy |
19,248
+1,493
| +8% | +$127K | 0.82% | 26 |
|
|
2016
Q2 | $1.52M | Buy |
17,755
+1,390
| +8% | +$119K | 0.8% | 26 |
|
|
2016
Q1 | $1.39M | Sell |
16,365
-89,675
| -85% | -$7.63M | 0.85% | 25 |
|
|
2015
Q4 | $8.95M | Sell |
106,040
-41,028
| -28% | -$3.46M | 5.19% | 6 |
|
|
2015
Q3 | $12.5M | Buy |
147,068
+131,848
| +866% | +$11.2M | 7.09% | 4 |
|
|
2015
Q2 | $1.29M | Sell |
15,220
-1,184
| -7% | -$101K | 0.7% | 28 |
|
|
2015
Q1 | $1.39M | Sell |
16,404
-1,565
| -9% | -$133K | 0.75% | 28 |
|
|
2014
Q4 | $1.52M | Sell |
17,969
-984
| -5% | -$83.1K | 0.83% | 25 |
|
|
2014
Q3 | $1.6M | Sell |
18,953
-188
| -1% | -$15.9K | 0.91% | 23 |
|
|
2014
Q2 | $1.62M | Buy |
19,141
+850
| +5% | +$71.9K | 0.92% | 21 |
|
|
2014
Q1 | $1.55M | Sell |
18,291
-574
| -3% | -$48.5K | 0.9% | 19 |
|
|
2013
Q4 | $1.59M | Sell |
18,865
-499
| -3% | -$42.1K | 0.94% | 17 |
|
|
2013
Q3 | $1.64M | Sell |
19,364
-563
| -3% | -$47.6K | 1% | 18 |
|
|
2013
Q2 | $1.68M | Buy |
+19,927
| New | +$1.68M | 1.24% | 11 |
|