MONECO 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 | $492K | Sell |
5,934
-720
| -11% | -$59.7K | 0.05% | 299 |
|
|
2025
Q1 | $551K | Sell |
6,654
-650
| -9% | -$53.8K | 0.06% | 265 |
|
|
2024
Q4 | $599K | Sell |
7,304
-215
| -3% | -$17.6K | 0.06% | 249 |
|
|
2024
Q3 | $625K | Sell |
7,519
-985
| -12% | -$81.9K | 0.08% | 217 |
|
|
2024
Q2 | $694K | Buy |
8,504
+314
| +4% | +$25.6K | 0.1% | 192 |
|
|
2024
Q1 | $670K | Buy |
8,190
+3,734
| +84% | +$305K | 0.11% | 203 |
|
|
2023
Q4 | $366K | Sell |
4,456
-1,803
| -29% | -$148K | 0.07% | 256 |
|
|
2023
Q3 | $507K | Sell |
6,259
-1,888
| -23% | -$153K | 0.14% | 172 |
|
|
2023
Q2 | $661K | Sell |
8,147
-652
| -7% | -$52.9K | 0.18% | 136 |
|
|
2023
Q1 | $723K | Sell |
8,799
-3,469
| -28% | -$285K | 0.21% | 118 |
|
|
2022
Q4 | $996K | Sell |
12,268
-3,750
| -23% | -$304K | 0.36% | 69 |
|
|
2022
Q3 | $1.3M | Buy |
16,018
+392
| +3% | +$31.8K | 0.52% | 45 |
|
|
2022
Q2 | $1.29M | Buy |
+15,626
| New | +$1.29M | 0.5% | 48 |
|
|
2022
Q1 | – | Sell |
-12,441
| Closed | -$1.06M | – | 256 |
|
|
2021
Q4 | $1.06M | Buy |
+12,441
| New | +$1.06M | 0.4% | 60 |
|
|
2020
Q4 | – | Sell |
-2,453
| Closed | -$212K | – | 188 |
|
|
2020
Q3 | $212K | Sell |
2,453
-34
| -1% | -$2.94K | 0.14% | 142 |
|
|
2020
Q2 | $215K | Buy |
+2,487
| New | +$215K | 0.17% | 121 |
|