Moneta Group 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 | $431K | Buy |
5,202
+2,465
| +90% | +$204K | 0.01% | 471 |
|
|
2025
Q1 | $226K | Sell |
2,737
-2,367
| -46% | -$196K | ﹤0.01% | 601 |
|
|
2024
Q4 | $418K | Buy |
5,104
+2,196
| +76% | +$180K | 0.01% | 450 |
|
|
2024
Q3 | $242K | Sell |
2,908
-2,504
| -46% | -$208K | ﹤0.01% | 574 |
|
|
2024
Q2 | $442K | Sell |
5,412
-2,074
| -28% | -$169K | 0.01% | 413 |
|
|
2024
Q1 | $612K | Sell |
7,486
-395
| -5% | -$32.3K | 0.01% | 338 |
|
|
2023
Q4 | $647K | Buy |
7,881
+2,455
| +45% | +$201K | 0.01% | 296 |
|
|
2023
Q3 | $439K | Sell |
5,426
-205
| -4% | -$16.6K | 0.01% | 344 |
|
|
2023
Q2 | $457K | Sell |
5,631
-622
| -10% | -$50.4K | 0.01% | 337 |
|
|
2023
Q1 | $514K | Buy |
+6,253
| New | +$514K | 0.01% | 320 |
|
|
2022
Q4 | – | Sell |
-3,103
| Closed | -$252K | – | 470 |
|
|
2022
Q3 | $252K | Buy |
3,103
+47
| +2% | +$3.82K | 0.01% | 384 |
|
|
2022
Q2 | $253K | Buy |
3,056
+105
| +4% | +$8.69K | 0.01% | 404 |
|
|
2022
Q1 | $246K | Sell |
2,951
-533
| -15% | -$44.4K | 0.01% | 387 |
|
|
2021
Q4 | $298K | Sell |
3,484
-103
| -3% | -$8.81K | 0.01% | 381 |
|
|
2021
Q3 | $309K | Sell |
3,587
-1,056
| -23% | -$91K | 0.01% | 360 |
|
|
2021
Q2 | $400K | Buy |
4,643
+1,559
| +51% | +$134K | 0.02% | 316 |
|
|
2021
Q1 | $266K | Buy |
+3,084
| New | +$266K | 0.01% | 360 |
|
|
2020
Q1 | – | Sell |
-2,529
| Closed | -$214K | – | 285 |
|
|
2019
Q4 | $214K | Sell |
2,529
-3,154
| -55% | -$267K | 0.02% | 234 |
|
|
2019
Q3 | $482K | Buy |
+5,683
| New | +$482K | 0.05% | 170 |
|