Money Concepts Capital’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 | $4.25M | Sell |
51,332
-2,479
| -5% | -$205K | 0.28% | 77 |
|
|
2025
Q1 | $4.45M | Buy |
53,811
+4,124
| +8% | +$341K | 0.33% | 67 |
|
|
2024
Q4 | $4.07M | Buy |
49,687
+1,654
| +3% | +$136K | 0.3% | 69 |
|
|
2024
Q3 | $3.99M | Sell |
48,033
-231
| -0.5% | -$19.2K | 0.3% | 73 |
|
|
2024
Q2 | $3.94M | Sell |
48,264
-2,726
| -5% | -$223K | 0.33% | 71 |
|
|
2024
Q1 | $4.17M | Sell |
50,990
-1,935
| -4% | -$158K | 0.38% | 69 |
|
|
2023
Q4 | $4.34M | Buy |
52,925
+2,539
| +5% | +$208K | 0.4% | 74 |
|
|
2023
Q3 | $4.08M | Sell |
50,386
-4,343
| -8% | -$352K | 0.43% | 78 |
|
|
2023
Q2 | $4.44M | Sell |
54,729
-378,922
| -87% | -$30.7M | 0.45% | 68 |
|
|
2023
Q1 | $3.64M | Buy |
433,651
+378,858
| +691% | +$3.18M | 0.2% | 96 |
|
|
2022
Q4 | $4.45M | Sell |
54,793
-766,473
| -93% | -$62.2M | 0.2% | 99 |
|
|
2022
Q3 | $66.7M | Buy |
821,266
+7,530
| +0.9% | +$612K | 3.94% | 1 |
|
|
2022
Q2 | $67.5M | Buy |
813,736
+800,138
| +5,884% | +$66.4M | 6% | 1 |
|
|
2022
Q1 | $1.13M | Buy |
13,598
+4,222
| +45% | +$352K | 0.06% | 278 |
|
|
2021
Q4 | $802K | Buy |
+9,376
| New | +$802K | 0.07% | 235 |
|
|
2021
Q1 | $727K | Sell |
8,433
-484
| -5% | -$41.7K | 0.06% | 258 |
|
|
2020
Q4 | $770K | Buy |
+8,917
| New | +$770K | 0.07% | 222 |
|