North Star Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
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|
2025
Q1 | $352K | Buy |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $386K | Buy |
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|
2024
Q2 | $379K | Sell |
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|
2024
Q1 | $418K | Sell |
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|
2023
Q4 | $485K | Buy |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $506K | Sell |
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|
2023
Q1 | $522K | Sell |
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|
2022
Q4 | $759K | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $1.44M | Sell |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $2.03M | Sell |
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|
2021
Q2 | $2.08M | Sell |
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|
2021
Q1 | $5M | Sell |
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|
2020
Q4 | $5.1M | Buy |
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|
2020
Q3 | $4.75M | Buy |
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|
2020
Q2 | $4.48M | Buy |
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|
2020
Q1 | $4.45M | Sell |
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|
2019
Q4 | $5.16M | Sell |
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|
2019
Q3 | $5.38M | Buy |
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|
2019
Q2 | $5.35M | Buy |
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|
2019
Q1 | $5.26M | Sell |
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|
2018
Q4 | $5.26M | Sell |
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|
2018
Q3 | $6.04M | Sell |
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|
2018
Q2 | $12.3M | Buy |
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|
2018
Q1 | $7.69M | Buy |
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|
2017
Q4 | $6.22M | Sell |
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|
2017
Q3 | $6.28M | Buy |
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|
2017
Q2 | $4.08M | Sell |
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|
2017
Q1 | $5.99M | Buy |
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|
2016
Q4 | $3.61M | Buy |
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|
2016
Q3 | $189K | Buy |
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|
2016
Q2 | $175K | Sell |
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|
2016
Q1 | $183K | Sell |
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|
2015
Q4 | $186K | Buy |
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|
2015
Q3 | $187K | Buy |
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|
2015
Q2 | $175K | Buy |
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|
2015
Q1 | $135K | Buy |
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|
2014
Q4 | $135K | Sell |
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|
2014
Q3 | $141K | Buy |
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|
2014
Q2 | $141K | Sell |
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|
2014
Q1 | $143K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $240K | Buy |
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