MSH Capital 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 | $1.09M | Buy |
13,131
+166
| +1% | +$13.8K | 0.31% | 87 |
|
|
2025
Q1 | $1.07M | Sell |
12,965
-636
| -5% | -$52.6K | 0.33% | 84 |
|
|
2024
Q4 | $1.12M | Sell |
13,601
-90
| -0.7% | -$7.38K | 0.35% | 75 |
|
|
2024
Q3 | $1.14M | Sell |
13,691
-925
| -6% | -$76.9K | 0.35% | 79 |
|
|
2024
Q2 | $1.19M | Sell |
14,616
-7,778
| -35% | -$635K | 0.4% | 75 |
|
|
2024
Q1 | $1.83M | Sell |
22,394
-14,675
| -40% | -$1.2M | 0.64% | 50 |
|
|
2023
Q4 | $3.04M | Sell |
37,069
-1,179
| -3% | -$96.7K | 1.14% | 20 |
|
|
2023
Q3 | $3.1M | Sell |
38,248
-728
| -2% | -$58.9K | 1.21% | 19 |
|
|
2023
Q2 | $3.16M | Buy |
38,976
+1,130
| +3% | +$91.6K | 1.16% | 20 |
|
|
2023
Q1 | $3.11M | Buy |
37,846
+1,604
| +4% | +$132K | 1.33% | 14 |
|
|
2022
Q4 | $2.94M | Buy |
36,242
+11,333
| +45% | +$920K | 1.33% | 14 |
|
|
2022
Q3 | $2.02M | Sell |
24,909
-4,116
| -14% | -$334K | 1% | 27 |
|
|
2022
Q2 | $2.4M | Sell |
29,025
-23,924
| -45% | -$1.98M | 1.12% | 22 |
|
|
2022
Q1 | $4.41M | Sell |
52,949
-980
| -2% | -$81.7K | 1.82% | 11 |
|
|
2021
Q4 | $4.61M | Buy |
+53,929
| New | +$4.61M | 2.07% | 10 |
|