MMBG Investment 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 | $2.43M | Buy |
29,354
+2,100
| +8% | +$174K | 0.24% | 55 |
|
|
2025
Q1 | $2.25M | Buy |
27,254
+1,000
| +4% | +$82.7K | 0.25% | 58 |
|
|
2024
Q4 | $2.15M | Buy |
26,254
+4,370
| +20% | +$358K | 0.23% | 57 |
|
|
2024
Q3 | $1.82M | Hold |
21,884
| – | – | 0.19% | 69 |
|
|
2024
Q2 | $1.79M | Hold |
21,884
| – | – | 0.19% | 67 |
|
|
2024
Q1 | $1.78M | Hold |
21,884
| – | – | 0.19% | 72 |
|
|
2023
Q4 | $1.8M | Sell |
21,884
-6,474
| -23% | -$531K | 0.21% | 65 |
|
|
2023
Q3 | $2.3M | Sell |
28,358
-18,588
| -40% | -$1.51M | 0.29% | 58 |
|
|
2023
Q2 | $3.81M | Sell |
46,946
-6,030
| -11% | -$490K | 0.46% | 47 |
|
|
2023
Q1 | $4.35M | Buy |
52,976
+5,320
| +11% | +$437K | 0.55% | 44 |
|
|
2022
Q4 | $3.87M | Sell |
47,656
-365
| -0.8% | -$29.6K | 0.51% | 47 |
|
|
2022
Q3 | $3.9M | Hold |
48,021
| – | – | 0.52% | 46 |
|
|
2022
Q2 | $3.98M | Buy |
48,021
+6,480
| +16% | +$537K | 0.49% | 44 |
|
|
2022
Q1 | $3.46M | Hold |
41,541
| – | – | 0.36% | 55 |
|
|
2021
Q4 | $3.55M | Buy |
+41,541
| New | +$3.55M | 0.34% | 55 |
|