MGO One Seven’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 | $304K | Buy |
+3,663
| New | +$304K | 0.01% | 920 |
|
|
2024
Q4 | – | Sell |
-42,095
| Closed | -$3.5M | – | 1112 |
|
|
2024
Q3 | $3.5M | Buy |
42,095
+39,038
| +1,277% | +$3.25M | 0.15% | 155 |
|
|
2024
Q2 | $250K | Buy |
3,057
+288
| +10% | +$23.5K | 0.01% | 835 |
|
|
2024
Q1 | $226K | Buy |
+2,769
| New | +$226K | 0.01% | 804 |
|
|
2023
Q4 | – | Sell |
-3,368
| Closed | -$273K | – | 932 |
|
|
2023
Q3 | $273K | Buy |
3,368
+547
| +19% | +$44.3K | 0.02% | 649 |
|
|
2023
Q2 | $229K | Sell |
2,821
-48,267
| -94% | -$3.91M | 0.02% | 683 |
|
|
2023
Q1 | $4.2M | Buy |
51,088
+44,959
| +734% | +$3.69M | 0.27% | 101 |
|
|
2022
Q4 | $498K | Sell |
6,129
-23,790
| -80% | -$1.93M | 0.05% | 386 |
|
|
2022
Q3 | $2.43K | Buy |
29,919
+14,168
| +90% | +$1.15K | 0.09% | 130 |
|
|
2022
Q2 | $1.3M | Sell |
15,751
-2,293
| -13% | -$190K | 0.18% | 136 |
|
|
2022
Q1 | $1.5M | Buy |
18,044
+2,923
| +19% | +$244K | 0.16% | 156 |
|
|
2021
Q4 | $1.29M | Sell |
15,121
-9,302
| -38% | -$795K | 0.13% | 179 |
|
|
2021
Q3 | $2.1M | Buy |
+24,423
| New | +$2.1M | 0.27% | 100 |
|
|
2021
Q2 | – | Sell |
-23,317
| Closed | -$2.01M | – | 611 |
|
|
2021
Q1 | $2.01M | Buy |
23,317
+18,935
| +432% | +$1.63M | 0.35% | 68 |
|
|
2020
Q4 | $379K | Sell |
4,382
-4,569
| -51% | -$395K | 0.08% | 322 |
|
|
2020
Q3 | $774K | Buy |
8,951
+5,540
| +162% | +$479K | 0.18% | 144 |
|
|
2020
Q2 | $295K | Sell |
3,411
-2,141
| -39% | -$185K | 0.08% | 335 |
|
|
2020
Q1 | $481K | Buy |
+5,552
| New | +$481K | 0.16% | 178 |
|
|
2019
Q1 | – | Sell |
-430
| Closed | -$35K | – | 1430 |
|
|
2018
Q4 | $35K | Buy |
+430
| New | +$35K | 0.02% | 745 |
|
|
2018
Q1 | $37K | Buy |
+438
| New | +$37K | 0.02% | 685 |
|