Northeast Financial Group’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 | $317K | Sell |
3,820
-135
| -3% | -$11.2K | 0.09% | 65 |
|
|
2025
Q1 | $327K | Sell |
3,955
-118
| -3% | -$9.76K | 0.11% | 62 |
|
|
2024
Q4 | $334K | Sell |
4,073
-431
| -10% | -$35.3K | 0.12% | 59 |
|
|
2024
Q3 | $375K | Sell |
4,504
-17,560
| -80% | -$1.46M | 0.14% | 55 |
|
|
2024
Q2 | $1.8M | Sell |
22,064
-1,293
| -6% | -$106K | 0.77% | 28 |
|
|
2024
Q1 | $1.91M | Sell |
23,357
-1,669
| -7% | -$136K | 0.84% | 24 |
|
|
2023
Q4 | $2.05M | Sell |
25,026
-4,114
| -14% | -$338K | 1.01% | 22 |
|
|
2023
Q3 | $2.36M | Sell |
29,140
-185
| -0.6% | -$15K | 1.45% | 14 |
|
|
2023
Q2 | $2.38M | Sell |
29,325
-3,962
| -12% | -$321K | 1.52% | 14 |
|
|
2023
Q1 | $2.72M | Buy |
33,287
+56
| +0.2% | +$4.58K | 1.97% | 12 |
|
|
2022
Q4 | $2.7M | Buy |
+33,231
| New | +$2.7M | 2.14% | 13 |
|