Lido Advisors’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 | $90.6M | Buy |
1,093,610
+446,266
| +69% | +$37M | 0.35% | 35 |
|
|
2025
Q1 | $53.6M | Buy |
647,344
+346,733
| +115% | +$28.7M | 0.24% | 57 |
|
|
2024
Q4 | $24.6M | Buy |
300,611
+33,548
| +13% | +$2.75M | 0.11% | 105 |
|
|
2024
Q3 | $22.2M | Buy |
267,063
+9,217
| +4% | +$766K | 0.11% | 86 |
|
|
2024
Q2 | $21.1M | Sell |
257,846
-145,658
| -36% | -$11.9M | 0.12% | 89 |
|
|
2024
Q1 | $33M | Buy |
403,504
+289,844
| +255% | +$23.7M | 0.19% | 49 |
|
|
2023
Q4 | $9.32M | Sell |
113,660
-16,111
| -12% | -$1.32M | 0.06% | 162 |
|
|
2023
Q3 | $10.5M | Buy |
129,771
+115,946
| +839% | +$9.39M | 0.08% | 127 |
|
|
2023
Q2 | $1.12M | Sell |
13,825
-90,558
| -87% | -$7.34M | 0.01% | 450 |
|
|
2023
Q1 | $8.58M | Sell |
104,383
-371,422
| -78% | -$30.5M | 0.08% | 139 |
|
|
2022
Q4 | $38.6M | Buy |
475,805
+186,625
| +65% | +$15.1M | 0.47% | 20 |
|
|
2022
Q3 | $23.5M | Sell |
289,180
-19,456
| -6% | -$1.58M | 0.3% | 36 |
|
|
2022
Q2 | $25.6M | Buy |
308,636
+92,790
| +43% | +$7.68M | 0.34% | 29 |
|
|
2022
Q1 | $18M | Buy |
215,846
+21,434
| +11% | +$1.79M | 0.2% | 50 |
|
|
2021
Q4 | $16.6M | Buy |
194,412
+186,177
| +2,261% | +$15.9M | 0.18% | 59 |
|
|
2021
Q3 | $709K | Buy |
8,235
+4,835
| +142% | +$416K | 0.01% | 421 |
|
|
2021
Q2 | $293K | Sell |
3,400
-141,741
| -98% | -$12.2M | ﹤0.01% | 632 |
|
|
2021
Q1 | $12.5M | Buy |
145,141
+141,978
| +4,489% | +$12.2M | 0.22% | 52 |
|
|
2020
Q4 | $273K | Sell |
3,163
-56,857
| -95% | -$4.91M | 0.01% | 580 |
|
|
2020
Q3 | $5.19M | Sell |
60,020
-90,322
| -60% | -$7.81M | 0.13% | 85 |
|
|
2020
Q2 | $13M | Buy |
150,342
+146,617
| +3,936% | +$12.7M | 0.39% | 31 |
|
|
2020
Q1 | $323K | Sell |
3,725
-401
| -10% | -$34.8K | 0.01% | 359 |
|
|
2019
Q4 | $349K | Sell |
4,126
-8,777
| -68% | -$742K | 0.01% | 410 |
|
|
2019
Q3 | $1.09M | Buy |
+12,903
| New | +$1.09M | 0.06% | 174 |
|