OneDigital Investment 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 | $24.6M | Sell |
297,026
-9,656
| -3% | -$800K | 0.27% | 76 |
|
|
2025
Q1 | $25.4M | Sell |
306,682
-134,777
| -31% | -$11.2M | 0.3% | 68 |
|
|
2024
Q4 | $36.2M | Buy |
441,459
+42,263
| +11% | +$3.46M | 0.42% | 49 |
|
|
2024
Q3 | $33.2M | Buy |
399,196
+272,314
| +215% | +$22.6M | 0.38% | 53 |
|
|
2024
Q2 | $10.4M | Buy |
126,882
+6,649
| +6% | +$543K | 0.13% | 135 |
|
|
2024
Q1 | $9.83M | Buy |
120,233
+4,566
| +4% | +$373K | 0.15% | 125 |
|
|
2023
Q4 | $9.49M | Sell |
115,667
-21,041
| -15% | -$1.73M | 0.17% | 125 |
|
|
2023
Q3 | $11.1M | Sell |
136,708
-21,248
| -13% | -$1.72M | 0.24% | 89 |
|
|
2023
Q2 | $12.8M | Sell |
157,956
-108,313
| -41% | -$8.78M | 0.28% | 74 |
|
|
2023
Q1 | $21.9M | Sell |
266,269
-12,183
| -4% | -$1M | 0.51% | 48 |
|
|
2022
Q4 | $22.6M | Buy |
278,452
+247,259
| +793% | +$20.1M | 0.66% | 31 |
|
|
2022
Q3 | $2.53M | Buy |
31,193
+24,424
| +361% | +$1.98M | 0.09% | 159 |
|
|
2022
Q2 | $560K | Buy |
6,769
+1,578
| +30% | +$131K | 0.02% | 389 |
|
|
2022
Q1 | $433K | Sell |
5,191
-646
| -11% | -$53.9K | 0.02% | 480 |
|
|
2021
Q4 | $499K | Sell |
5,837
-25
| -0.4% | -$2.14K | 0.02% | 433 |
|
|
2021
Q3 | $505K | Buy |
5,862
+699
| +14% | +$60.2K | 0.02% | 407 |
|
|
2021
Q2 | $445K | Sell |
5,163
-544
| -10% | -$46.9K | 0.02% | 435 |
|
|
2021
Q1 | $492K | Sell |
5,707
-1,897
| -25% | -$164K | 0.02% | 378 |
|
|
2020
Q4 | $657K | Buy |
7,604
+1,963
| +35% | +$170K | 0.03% | 293 |
|
|
2020
Q3 | $488K | Sell |
5,641
-2,918
| -34% | -$252K | 0.03% | 309 |
|
|
2020
Q2 | $741K | Sell |
8,559
-3,321
| -28% | -$288K | 0.05% | 241 |
|
|
2020
Q1 | $1.03M | Sell |
11,880
-2,745
| -19% | -$238K | 0.09% | 188 |
|
|
2019
Q4 | $1.24M | Buy |
14,625
+503
| +4% | +$42.6K | 0.1% | 167 |
|
|
2019
Q3 | $1.2M | Buy |
14,122
+7,122
| +102% | +$604K | 0.11% | 161 |
|
|
2019
Q2 | $594K | Buy |
7,000
+6,791
| +3,249% | +$576K | 0.05% | 225 |
|
|
2019
Q1 | $18K | Sell |
209
-345
| -62% | -$29.7K | ﹤0.01% | 761 |
|
|
2018
Q4 | $46K | Buy |
554
+185
| +50% | +$15.4K | 0.01% | 476 |
|
|
2018
Q3 | $30K | Buy |
369
+163
| +79% | +$13.3K | 0.01% | 538 |
|
|
2018
Q2 | $17K | Buy |
206
+1
| +0.5% | +$83 | ﹤0.01% | 877 |
|
|
2018
Q1 | $17K | Sell |
205
-4,343
| -95% | -$360K | ﹤0.01% | 873 |
|
|
2017
Q4 | $381K | Buy |
4,548
+4,339
| +2,076% | +$363K | 0.04% | 158 |
|
|
2017
Q3 | $18K | Buy |
209
+6
| +3% | +$517 | 0.01% | 687 |
|
|
2017
Q2 | $17K | Buy |
+203
| New | +$17K | 0.01% | 804 |
|