Mount Yale 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 | $217K | Sell |
2,618
-595
| -19% | -$49.3K | 0.02% | 538 |
|
|
2025
Q1 | $266K | Sell |
3,213
-2,301
| -42% | -$190K | 0.02% | 469 |
|
|
2024
Q4 | $452K | Sell |
5,514
-157
| -3% | -$12.9K | 0.04% | 358 |
|
|
2024
Q3 | $472K | Sell |
5,671
-1,662
| -23% | -$138K | 0.05% | 358 |
|
|
2024
Q2 | $599K | Buy |
7,333
+1,606
| +28% | +$131K | 0.05% | 308 |
|
|
2024
Q1 | $468K | Buy |
5,727
+17
| +0.3% | +$1.39K | 0.04% | 367 |
|
|
2023
Q4 | $468K | Buy |
5,710
+885
| +18% | +$72.6K | 0.04% | 328 |
|
|
2023
Q3 | $391K | Sell |
4,825
-975
| -17% | -$78.9K | 0.04% | 346 |
|
|
2023
Q2 | $470K | Sell |
5,800
-60
| -1% | -$4.87K | 0.05% | 317 |
|
|
2023
Q1 | $481K | Sell |
5,860
-12,051
| -67% | -$990K | 0.05% | 304 |
|
|
2022
Q4 | $1.45M | Buy |
17,911
+14,417
| +413% | +$1.17M | 0.17% | 141 |
|
|
2022
Q3 | $284K | Sell |
3,494
-157
| -4% | -$12.8K | 0.04% | 351 |
|
|
2022
Q2 | $302K | Buy |
+3,651
| New | +$302K | 0.04% | 350 |
|
|
2022
Q1 | – | Sell |
-7,754
| Closed | -$663K | – | 491 |
|
|
2021
Q4 | $663K | Buy |
+7,754
| New | +$663K | 0.07% | 252 |
|
|
2018
Q3 | – | Sell |
-767
| Closed | -$64K | – | 991 |
|
|
2018
Q2 | $64K | Hold |
767
| – | – | 0.01% | 587 |
|
|
2018
Q1 | $64K | Buy |
+767
| New | +$64K | 0.01% | 569 |
|