Lodestar Private Asset 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 | $1.58M | Sell |
19,070
-792
| -4% | -$65.6K | 0.18% | 81 |
|
|
2025
Q1 | $1.64M | Sell |
19,862
-308
| -2% | -$25.5K | 0.21% | 78 |
|
|
2024
Q4 | $1.65M | Sell |
20,170
-1,180
| -6% | -$96.7K | 0.21% | 80 |
|
|
2024
Q3 | $1.78M | Sell |
21,350
-653
| -3% | -$54.3K | 0.23% | 79 |
|
|
2024
Q2 | $1.8M | Sell |
22,003
-2,021
| -8% | -$165K | 0.25% | 74 |
|
|
2024
Q1 | $1.96M | Buy |
24,024
+198
| +0.8% | +$16.2K | 0.28% | 69 |
|
|
2023
Q4 | $1.95M | Sell |
23,826
-2,299
| -9% | -$189K | 0.3% | 68 |
|
|
2023
Q3 | $2.12M | Sell |
26,125
-12,884
| -33% | -$1.04M | 0.36% | 60 |
|
|
2023
Q2 | $3.16M | Sell |
39,009
-15,368
| -28% | -$1.25M | 0.53% | 50 |
|
|
2023
Q1 | $4.47M | Sell |
54,377
-77,223
| -59% | -$6.34M | 0.8% | 35 |
|
|
2022
Q4 | $10.7M | Buy |
+131,600
| New | +$10.7M | 2.05% | 13 |
|