Investment Advisory Group’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 | $2.86M | Buy |
34,497
+350
| +1% | +$29K | 0.87% | 31 |
|
|
2025
Q1 | $2.82M | Buy |
34,147
+1,723
| +5% | +$143K | 0.95% | 28 |
|
|
2024
Q4 | $2.66M | Buy |
32,424
+8,428
| +35% | +$691K | 0.89% | 28 |
|
|
2024
Q3 | $2M | Buy |
23,996
+3,665
| +18% | +$305K | 0.69% | 37 |
|
|
2024
Q2 | $1.66M | Sell |
20,331
-282
| -1% | -$23K | 0.64% | 40 |
|
|
2024
Q1 | $1.69M | Buy |
20,613
+650
| +3% | +$53.2K | 0.7% | 38 |
|
|
2023
Q4 | $1.64M | Sell |
19,963
-319
| -2% | -$26.2K | 0.75% | 36 |
|
|
2023
Q3 | $1.64M | Buy |
20,282
+150
| +0.7% | +$12.1K | 0.85% | 32 |
|
|
2023
Q2 | $1.63M | Buy |
20,132
+1,280
| +7% | +$104K | 0.84% | 33 |
|
|
2023
Q1 | $1.55M | Buy |
18,852
+1,213
| +7% | +$99.7K | 0.89% | 31 |
|
|
2022
Q4 | $1.43M | Buy |
17,639
+4,127
| +31% | +$335K | 0.88% | 30 |
|
|
2022
Q3 | $1.1M | Buy |
13,512
+630
| +5% | +$51.1K | 0.76% | 34 |
|
|
2022
Q2 | $1.07M | Buy |
12,882
+3,088
| +32% | +$256K | 0.73% | 36 |
|
|
2022
Q1 | $819K | Buy |
9,794
+1,390
| +17% | +$116K | 0.5% | 46 |
|
|
2021
Q4 | $708K | Buy |
+8,404
| New | +$708K | 0.45% | 47 |
|