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Modus Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.55M | Sell |
66,959
-933
| -1% | -$77.3K | 1.65% | 20 |
|
|
2025
Q1 | $5.62M | Sell |
67,892
-1,651
| -2% | -$137K | 1.84% | 20 |
|
|
2024
Q4 | $5.7M | Buy |
69,543
+502
| +0.7% | +$41.2K | 1.79% | 22 |
|
|
2024
Q3 | $5.74M | Buy |
69,041
+1,181
| +2% | +$98.2K | 1.89% | 18 |
|
|
2024
Q2 | $5.54M | Buy |
67,860
+1,135
| +2% | +$92.7K | 1.96% | 17 |
|
|
2024
Q1 | $5.46M | Buy |
66,725
+1,440
| +2% | +$118K | 2.02% | 16 |
|
|
2023
Q4 | $5.36M | Sell |
65,285
-482
| -0.7% | -$39.5K | 2.17% | 15 |
|
|
2023
Q3 | $5.33M | Buy |
65,767
+2,878
| +5% | +$233K | 2.32% | 10 |
|
|
2023
Q2 | $5.1M | Buy |
62,889
+4,159
| +7% | +$337K | 2.19% | 12 |
|
|
2023
Q1 | $4.83M | Buy |
58,730
+1,572
| +3% | +$129K | 2.22% | 11 |
|
|
2022
Q4 | $4.64M | Buy |
+57,158
| New | +$4.64M | 2.25% | 11 |
|
|
2020
Q3 | – | Sell |
-577
| Closed | -$50K | – | 190 |
|
|
2020
Q2 | $50K | Buy |
+577
| New | +$50K | 0.03% | 118 |
|