Investment House LLC’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 | $3.77M | Buy |
45,539
+6,392
| +16% | +$530K | 0.19% | 90 |
|
|
2025
Q1 | $3.24M | Sell |
39,147
-18,297
| -32% | -$1.51M | 0.18% | 92 |
|
|
2024
Q4 | $4.71M | Buy |
57,444
+7,905
| +16% | +$648K | 0.26% | 77 |
|
|
2024
Q3 | $4.12M | Buy |
49,539
+46,601
| +1,586% | +$3.87M | 0.22% | 88 |
|
|
2024
Q2 | $240K | Hold |
2,938
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $240K | Sell |
2,938
-122
| -4% | -$9.98K | 0.01% | 199 |
|
|
2023
Q4 | $251K | Sell |
3,060
-148
| -5% | -$12.1K | 0.02% | 181 |
|
|
2023
Q3 | $260K | Hold |
3,208
| – | – | 0.02% | 170 |
|
|
2023
Q2 | $260K | Sell |
3,208
-100
| -3% | -$8.11K | 0.02% | 173 |
|
|
2023
Q1 | $272K | Sell |
3,308
-207
| -6% | -$17K | 0.02% | 172 |
|
|
2022
Q4 | $285K | Sell |
3,515
-1,009
| -22% | -$81.9K | 0.03% | 160 |
|
|
2022
Q3 | $367K | Sell |
4,524
-6,824
| -60% | -$554K | 0.03% | 145 |
|
|
2022
Q2 | $940K | Sell |
11,348
-16,854
| -60% | -$1.4M | 0.08% | 103 |
|
|
2022
Q1 | $2.35M | Buy |
28,202
+16,676
| +145% | +$1.39M | 0.17% | 82 |
|
|
2021
Q4 | $986K | Sell |
11,526
-55
| -0.5% | -$4.71K | 0.06% | 114 |
|
|
2021
Q3 | $998K | Hold |
11,581
| – | – | 0.07% | 114 |
|
|
2021
Q2 | $997K | Sell |
11,581
-320
| -3% | -$27.5K | 0.07% | 123 |
|
|
2021
Q1 | $1.03M | Sell |
11,901
-1,234
| -9% | -$106K | 0.08% | 114 |
|
|
2020
Q4 | $1.14M | Sell |
13,135
-347
| -3% | -$30K | 0.08% | 120 |
|
|
2020
Q3 | $1.17M | Sell |
13,482
-866
| -6% | -$74.9K | 0.09% | 113 |
|
|
2020
Q2 | $1.24M | Sell |
14,348
-143
| -1% | -$12.4K | 0.11% | 103 |
|
|
2020
Q1 | $1.26M | Buy |
14,491
+1,491
| +11% | +$129K | 0.14% | 92 |
|
|
2019
Q4 | $1.1M | Sell |
13,000
-17,915
| -58% | -$1.52M | 0.1% | 117 |
|
|
2019
Q3 | $2.62M | Buy |
30,915
+20,478
| +196% | +$1.74M | 0.26% | 81 |
|
|
2019
Q2 | $885K | Buy |
10,437
+453
| +5% | +$38.4K | 0.09% | 112 |
|
|
2019
Q1 | $840K | Hold |
9,984
| – | – | 0.09% | 119 |
|
|
2018
Q4 | $835K | Sell |
9,984
-15,600
| -61% | -$1.3M | 0.1% | 110 |
|
|
2018
Q3 | $2.13M | Buy |
25,584
+7,479
| +41% | +$621K | 0.23% | 89 |
|
|
2018
Q2 | $1.51M | Hold |
18,105
| – | – | 0.17% | 93 |
|
|
2018
Q1 | $1.51M | Hold |
18,105
| – | – | 0.18% | 93 |
|
|
2017
Q4 | $1.52M | Sell |
18,105
-165
| -0.9% | -$13.8K | 0.18% | 94 |
|
|
2017
Q3 | $1.54M | Sell |
18,270
-150
| -0.8% | -$12.7K | 0.2% | 90 |
|
|
2017
Q2 | $1.56M | Sell |
18,420
-135
| -0.7% | -$11.4K | 0.21% | 96 |
|
|
2017
Q1 | $1.57M | Sell |
18,555
-1,330
| -7% | -$112K | 0.22% | 93 |
|
|
2016
Q4 | $1.68M | Sell |
19,885
-125
| -0.6% | -$10.6K | 0.26% | 90 |
|
|
2016
Q3 | $1.7M | Sell |
20,010
-235
| -1% | -$20K | 0.26% | 90 |
|
|
2016
Q2 | $1.73M | Sell |
20,245
-165
| -0.8% | -$14.1K | 0.28% | 87 |
|
|
2016
Q1 | $1.74M | Sell |
20,410
-250
| -1% | -$21.3K | 0.28% | 91 |
|
|
2015
Q4 | $1.74M | Sell |
20,660
-182
| -0.9% | -$15.4K | 0.28% | 91 |
|
|
2015
Q3 | $1.77M | Sell |
20,842
-630
| -3% | -$53.5K | 0.31% | 89 |
|
|
2015
Q2 | $1.82M | Sell |
21,472
-130
| -0.6% | -$11K | 0.29% | 89 |
|
|
2015
Q1 | $1.83M | Hold |
21,602
| – | – | 0.3% | 89 |
|
|
2014
Q4 | $1.82M | Sell |
21,602
-1,055
| -5% | -$89.1K | 0.29% | 86 |
|
|
2014
Q3 | $1.92M | Sell |
22,657
-1,308
| -5% | -$111K | 0.32% | 82 |
|
|
2014
Q2 | $2.03M | Sell |
23,965
-697
| -3% | -$58.9K | 0.35% | 79 |
|
|
2014
Q1 | $2.08M | Buy |
24,662
+5,245
| +27% | +$443K | 0.37% | 78 |
|
|
2013
Q4 | $1.64M | Sell |
19,417
-7,510
| -28% | -$634K | 0.3% | 80 |
|
|
2013
Q3 | $2.28M | Buy |
26,927
+5,607
| +26% | +$474K | 0.46% | 72 |
|
|
2013
Q2 | $1.8M | Buy |
+21,320
| New | +$1.8M | 0.39% | 75 |
|