Live Oak Private Wealth’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 | $548K | Buy |
6,613
+123
| +2% | +$10.2K | 0.08% | 125 |
|
|
2025
Q1 | $537K | Sell |
6,490
-41
| -0.6% | -$3.39K | 0.09% | 125 |
|
|
2024
Q4 | $535K | Sell |
6,531
-87
| -1% | -$7.13K | 0.09% | 121 |
|
|
2024
Q3 | $550K | Sell |
6,618
-2
| -0% | -$166 | 0.09% | 117 |
|
|
2024
Q2 | $541K | Buy |
6,620
+86
| +1% | +$7.02K | 0.09% | 116 |
|
|
2024
Q1 | $534K | Buy |
6,534
+1,459
| +29% | +$119K | 0.09% | 111 |
|
|
2023
Q4 | $416K | Buy |
5,075
+76
| +2% | +$6.24K | 0.08% | 115 |
|
|
2023
Q3 | $405K | Buy |
4,999
+455
| +10% | +$36.8K | 0.09% | 111 |
|
|
2023
Q2 | $368K | Buy |
4,544
+1,766
| +64% | +$143K | 0.07% | 117 |
|
|
2023
Q1 | $228K | Sell |
2,778
-26,489
| -91% | -$2.18M | 0.05% | 147 |
|
|
2022
Q4 | $2.38M | Sell |
29,267
-12,335
| -30% | -$1M | 0.49% | 57 |
|
|
2022
Q3 | $3.38M | Sell |
41,602
-7,474
| -15% | -$607K | 0.76% | 52 |
|
|
2022
Q2 | $4.06M | Sell |
49,076
-1,023
| -2% | -$84.7K | 0.86% | 49 |
|
|
2022
Q1 | $4.18M | Sell |
50,099
-147
| -0.3% | -$12.3K | 0.81% | 51 |
|
|
2021
Q4 | $4.3M | Sell |
50,246
-934
| -2% | -$79.9K | 0.8% | 51 |
|
|
2021
Q3 | $4.41M | Buy |
51,180
+8
| +0% | +$689 | 0.9% | 49 |
|
|
2021
Q2 | $4.41M | Buy |
51,172
+3,162
| +7% | +$272K | 0.97% | 44 |
|
|
2021
Q1 | $4.14M | Buy |
48,010
+5,887
| +14% | +$508K | 1.02% | 44 |
|
|
2020
Q4 | $3.64M | Sell |
42,123
-408
| -1% | -$35.2K | 1.02% | 42 |
|
|
2020
Q3 | $3.68M | Sell |
42,531
-2,289
| -5% | -$198K | 1.26% | 36 |
|
|
2020
Q2 | $3.88M | Buy |
+44,820
| New | +$3.88M | 1.41% | 33 |
|