Parkside Financial Bank & Trust’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 | $105K | Hold |
1,271
| – | – | 0.01% | 637 |
|
|
2025
Q1 | $105K | Buy |
1,271
+60
| +5% | +$4.96K | 0.01% | 562 |
|
|
2024
Q4 | $99.3K | Hold |
1,211
| – | – | 0.01% | 573 |
|
|
2024
Q3 | $101K | Hold |
1,211
| – | – | 0.01% | 546 |
|
|
2024
Q2 | $98.9K | Hold |
1,211
| – | – | 0.02% | 526 |
|
|
2024
Q1 | $99K | Hold |
1,211
| – | – | 0.02% | 535 |
|
|
2023
Q4 | $99.4K | Hold |
1,211
| – | – | 0.02% | 479 |
|
|
2023
Q3 | $98.1K | Hold |
1,211
| – | – | 0.02% | 418 |
|
|
2023
Q2 | $98.2K | Sell |
1,211
-617
| -34% | -$50K | 0.02% | 416 |
|
|
2023
Q1 | $150K | Sell |
1,828
-761
| -29% | -$62.5K | 0.04% | 289 |
|
|
2022
Q4 | $210K | Sell |
2,589
-1,115
| -30% | -$90.5K | 0.06% | 222 |
|
|
2022
Q3 | $301K | Sell |
3,704
-330
| -8% | -$26.8K | 0.1% | 161 |
|
|
2022
Q2 | $334K | Sell |
4,034
-256
| -6% | -$21.2K | 0.1% | 158 |
|
|
2022
Q1 | $358K | Sell |
4,290
-380
| -8% | -$31.7K | 0.1% | 160 |
|
|
2021
Q4 | $399K | Sell |
4,670
-175
| -4% | -$15K | 0.1% | 152 |
|
|
2021
Q3 | $417K | Hold |
4,845
| – | – | 0.12% | 116 |
|
|
2021
Q2 | $417K | Hold |
4,845
| – | – | 0.12% | 122 |
|
|
2021
Q1 | $418K | Sell |
4,845
-411
| -8% | -$35.5K | 0.13% | 121 |
|
|
2020
Q4 | $454K | Hold |
5,256
| – | – | 0.14% | 105 |
|
|
2020
Q3 | $455K | Sell |
5,256
-14,185
| -73% | -$1.23M | 0.16% | 90 |
|
|
2020
Q2 | $1.68M | Buy |
19,441
+7,341
| +61% | +$636K | 0.55% | 29 |
|
|
2020
Q1 | $1.05M | Buy |
12,100
+10,810
| +838% | +$937K | 0.4% | 39 |
|
|
2019
Q4 | $109K | Hold |
1,290
| – | – | 0.03% | 282 |
|
|
2019
Q3 | $109K | Sell |
1,290
-706
| -35% | -$59.7K | 0.04% | 260 |
|
|
2019
Q2 | $169K | Hold |
1,996
| – | – | 0.05% | 206 |
|
|
2019
Q1 | $168K | Hold |
1,996
| – | – | 0.06% | 198 |
|
|
2018
Q4 | $167K | Hold |
1,996
| – | – | 0.06% | 184 |
|
|
2018
Q3 | $166K | Buy |
+1,996
| New | +$166K | 0.06% | 193 |
|
|
2017
Q3 | – | Sell |
-313
| Closed | -$26K | – | 1518 |
|
|
2017
Q2 | $26K | Hold |
313
| – | – | 0.01% | 472 |
|
|
2017
Q1 | $26K | Buy |
+313
| New | +$26K | 0.01% | 462 |
|
|
2016
Q1 | – | Sell |
-218
| Closed | -$18K | – | 1099 |
|
|
2015
Q4 | $18K | Sell |
218
-5,735
| -96% | -$474K | 0.01% | 543 |
|
|
2015
Q3 | $506K | Buy |
+5,953
| New | +$506K | 0.29% | 66 |
|