Mayflower Financial Advisors’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 | $254K | Hold |
3,066
| – | – | 0.04% | 347 |
|
|
2025
Q1 | $254K | Buy |
+3,066
| New | +$254K | 0.04% | 333 |
|
|
2022
Q4 | – | Sell |
-2,724
| Closed | -$221K | – | 361 |
|
|
2022
Q3 | $221K | Sell |
2,724
-1,454
| -35% | -$118K | 0.04% | 289 |
|
|
2022
Q2 | $346K | Buy |
4,178
+501
| +14% | +$41.5K | 0.05% | 232 |
|
|
2022
Q1 | $307K | Hold |
3,677
| – | – | 0.04% | 268 |
|
|
2021
Q4 | $315K | Hold |
3,677
| – | – | 0.04% | 258 |
|
|
2021
Q3 | $316K | Buy |
3,677
+1
| +0% | +$86 | 0.04% | 254 |
|
|
2021
Q2 | $317K | Sell |
3,676
-188
| -5% | -$16.2K | 0.04% | 234 |
|
|
2021
Q1 | $333K | Sell |
3,864
-500
| -11% | -$43.1K | 0.05% | 216 |
|
|
2020
Q4 | $377K | Buy |
+4,364
| New | +$377K | 0.07% | 171 |
|