NFP Retirement Inc’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 | $13.3M | Sell |
160,427
-3,666
| -2% | -$304K | 0.88% | 27 |
|
|
2025
Q1 | $13.6M | Buy |
164,093
+14,236
| +9% | +$1.18M | 1.08% | 22 |
|
|
2024
Q4 | $12.3M | Buy |
149,857
+11,882
| +9% | +$974K | 0.97% | 24 |
|
|
2024
Q3 | $11.5M | Buy |
137,975
+2,039
| +1% | +$170K | 0.93% | 24 |
|
|
2024
Q2 | $11.1M | Buy |
135,936
+8,406
| +7% | +$686K | 0.93% | 22 |
|
|
2024
Q1 | $10.4M | Sell |
127,530
-2,836
| -2% | -$232K | 0.9% | 24 |
|
|
2023
Q4 | $10.7M | Buy |
130,366
+1,824
| +1% | +$150K | 1.81% | 15 |
|
|
2023
Q3 | $10.4M | Buy |
128,542
+27,035
| +27% | +$2.19M | 1.99% | 14 |
|
|
2023
Q2 | $8.23M | Buy |
101,507
+21,173
| +26% | +$1.72M | 1.53% | 14 |
|
|
2023
Q1 | $6.6M | Buy |
80,334
+19,609
| +32% | +$1.61M | 1.31% | 17 |
|
|
2022
Q4 | $4.93M | Buy |
60,725
+40,713
| +203% | +$3.3M | 1.08% | 22 |
|
|
2022
Q3 | $1.63M | Buy |
+20,012
| New | +$1.63M | 0.4% | 62 |
|