Mutual Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Mutual Advisors’s Portfolio SHY Stock Details SHY Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.42M	Buy	102,038 +9,891	+11%	+$817K	0.21%	98
2025 Q1	$7.63M	Buy	92,147 +2,088	+2%	+$173K	0.22%	89
2024 Q4	$7.39M	Sell	90,059 -7,657	-8%	-$629K	0.21%	90
2024 Q3	$8.06M	Buy	97,716 +22,048	+29%	+$1.82M	0.24%	75
2024 Q2	$6.22M	Sell	75,668 -25,531	-25%	-$2.1M	0.19%	110
2024 Q1	$8.28M	Buy	101,199 +4,184	+4%	+$342K	0.27%	70
2023 Q4	$7.96M	Sell	97,015 -2,585	-3%	-$212K	0.28%	66
2023 Q3	$8.06M	Sell	99,600 -1,186	-1%	-$96K	0.31%	58
2023 Q2	$8.17M	Buy	100,786 +2,013	+2%	+$163K	0.31%	62
2023 Q1	$8.12M	Sell	98,773 -5,677	-5%	-$466K	0.33%	56
2022 Q4	$8.48M	Sell	104,450 -43,697	-29%	-$3.55M	0.38%	45
2022 Q3	$12M	Buy	148,147 +48,399	+49%	+$3.93M	0.62%	18
2022 Q2	$8.26M	Sell	99,748 -507	-0.5%	-$42K	0.55%	29
2022 Q1	$8.36M	Buy	100,255 +2,319	+2%	+$193K	0.47%	38
2021 Q4	$8.38M	Buy	97,936 +66,474	+211%	+$5.69M	0.44%	40
2021 Q3	$2.71M	Sell	31,462 -68,972	-69%	-$5.94M	0.16%	158
2021 Q2	$8.65M	Buy	100,434 +2,763	+3%	+$238K	0.51%	30
2021 Q1	$8.42M	Buy	97,671 +38,774	+66%	+$3.34M	0.58%	26
2020 Q4	$5.09M	Buy	58,897 +25,993	+79%	+$2.25M	0.38%	54
2020 Q3	$2.85M	Sell	32,904 -15,004	-31%	-$1.3M	0.25%	90
2020 Q2	$4.15M	Buy	47,908 +11,078	+30%	+$959K	0.41%	54
2020 Q1	$3.19M	Buy	36,830 +1,566	+4%	+$136K	0.43%	46
2019 Q4	$2.98M	Sell	35,264 -14,273	-29%	-$1.21M	0.32%	70
2019 Q3	$4.2M	Sell	49,537 -9,885	-17%	-$839K	0.56%	32
2019 Q2	$5.04M	Buy	59,422 +34,851	+142%	+$2.95M	0.65%	25
2019 Q1	$2.07M	Buy	24,571 +1,334	+6%	+$112K	0.31%	72
2018 Q4	$1.94M	Sell	23,237 -2,416	-9%	-$202K	0.38%	55
2018 Q3	$2.13M	Buy	25,653 +242	+1%	+$20.1K	0.32%	65
2018 Q2	$2.12M	Buy	25,411 +351	+1%	+$29.3K	0.48%	46
2018 Q1	$2.09M	Buy	25,060 +8,851	+55%	+$740K	0.53%	34
2017 Q4	$1.36M	Buy	+16,209	New	+$1.36M	0.51%	57