MBA 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 | $7.24M | Buy |
87,407
+30,720
| +54% | +$2.55M | 3.34% | 9 |
|
|
2025
Q1 | $4.69M | Buy |
56,687
+1,808
| +3% | +$150K | 2.32% | 12 |
|
|
2024
Q4 | $4.5M | Sell |
54,879
-3,338
| -6% | -$274K | 2.26% | 15 |
|
|
2024
Q3 | $4.84M | Buy |
58,217
+5,055
| +10% | +$420K | 2.32% | 15 |
|
|
2024
Q2 | $4.34M | Buy |
53,162
+1,511
| +3% | +$123K | 2.22% | 14 |
|
|
2024
Q1 | $4.22M | Buy |
51,651
+3,515
| +7% | +$287K | 2.18% | 14 |
|
|
2023
Q4 | $3.95M | Sell |
48,136
-9,188
| -16% | -$754K | 2.2% | 14 |
|
|
2023
Q3 | $4.64M | Sell |
57,324
-3,354
| -6% | -$272K | 2.85% | 13 |
|
|
2023
Q2 | $4.92M | Buy |
60,678
+798
| +1% | +$64.7K | 2.94% | 13 |
|
|
2023
Q1 | $4.92M | Sell |
59,880
-2,735
| -4% | -$225K | 3.06% | 10 |
|
|
2022
Q4 | $5.08M | Buy |
62,615
+2,220
| +4% | +$180K | 3.32% | 7 |
|
|
2022
Q3 | $4.91M | Buy |
60,395
+126
| +0.2% | +$10.2K | 3.55% | 3 |
|
|
2022
Q2 | $4.99M | Buy |
60,269
+20,769
| +53% | +$1.72M | 3.43% | 5 |
|
|
2022
Q1 | $3.29M | Buy |
39,500
+5,774
| +17% | +$481K | 2.04% | 13 |
|
|
2021
Q4 | $2.89M | Sell |
33,726
-5,651
| -14% | -$483K | 1.79% | 15 |
|
|
2021
Q3 | $3.39M | Buy |
39,377
+321
| +0.8% | +$27.7K | 2.5% | 11 |
|
|
2021
Q2 | $3.37K | Buy |
39,056
+233
| +0.6% | +$20 | 1.57% | 9 |
|
|
2021
Q1 | $3.35K | Buy |
+38,823
| New | +$3.35K | 1.84% | 8 |
|