Kingsview Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Buy |
200,866
+4,946
| +3% | +$410K | 0.28% | 62 |
|
|
2025
Q1 | $16.2M | Buy |
195,920
+14,324
| +8% | +$1.19M | 0.31% | 57 |
|
|
2024
Q4 | $14.9M | Buy |
181,596
+111,595
| +159% | +$9.15M | 0.29% | 63 |
|
|
2024
Q3 | $5.82M | Sell |
70,001
-62,810
| -47% | -$5.22M | 0.12% | 174 |
|
|
2024
Q2 | $10.8M | Buy |
132,811
+3,882
| +3% | +$317K | 0.26% | 76 |
|
|
2024
Q1 | $10.5M | Buy |
128,929
+2,834
| +2% | +$232K | 0.26% | 76 |
|
|
2023
Q4 | $10.3M | Buy |
126,095
+5,958
| +5% | +$489K | 0.31% | 70 |
|
|
2023
Q3 | $9.73M | Buy |
120,137
+68,882
| +134% | +$5.58M | 0.35% | 63 |
|
|
2023
Q2 | $4.16M | Sell |
51,255
-44,906
| -47% | -$3.64M | 0.16% | 136 |
|
|
2023
Q1 | $7.9M | Sell |
96,161
-32,231
| -25% | -$2.65M | 0.33% | 64 |
|
|
2022
Q4 | $10.4M | Sell |
128,392
-40,668
| -24% | -$3.3M | 0.45% | 47 |
|
|
2022
Q3 | $13.7M | Buy |
169,060
+96,934
| +134% | +$7.87M | 0.65% | 26 |
|
|
2022
Q2 | $5.97M | Sell |
72,126
-10,424
| -13% | -$863K | 0.29% | 87 |
|
|
2022
Q1 | $6.88M | Buy |
82,550
+46,148
| +127% | +$3.85M | 0.3% | 77 |
|
|
2021
Q4 | $3.11M | Sell |
36,402
-6,598
| -15% | -$564K | 0.13% | 170 |
|
|
2021
Q3 | $3.7M | Buy |
43,000
+2,882
| +7% | +$248K | 0.18% | 134 |
|
|
2021
Q2 | $3.46M | Buy |
40,118
+5,252
| +15% | +$452K | 0.17% | 133 |
|
|
2021
Q1 | $3.01M | Sell |
34,866
-5,038
| -13% | -$435K | 0.17% | 131 |
|
|
2020
Q4 | $3.45M | Sell |
39,904
-3,554
| -8% | -$307K | 0.25% | 96 |
|
|
2020
Q3 | $3.76M | Sell |
43,458
-9,621
| -18% | -$832K | 0.34% | 73 |
|
|
2020
Q2 | $4.6M | Buy |
53,079
+10,524
| +25% | +$911K | 0.46% | 51 |
|
|
2020
Q1 | $3.69M | Buy |
+42,555
| New | +$3.69M | 0.5% | 57 |
|
|
2018
Q1 | – | Sell |
-3,371
| Closed | -$283K | – | 328 |
|
|
2017
Q4 | $283K | Sell |
3,371
-1,001
| -23% | -$84K | 0.1% | 253 |
|
|
2017
Q3 | $369K | Buy |
4,372
+707
| +19% | +$59.7K | 0.16% | 175 |
|
|
2017
Q2 | $310K | Sell |
3,665
-2,843
| -44% | -$240K | 0.16% | 179 |
|
|
2017
Q1 | $550K | Buy |
+6,508
| New | +$550K | 0.33% | 107 |
|