Partners Capital Investment 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 | $8.67M | Sell |
104,613
-244,038
| -70% | -$20.2M | 0.35% | 38 |
|
|
2025
Q1 | $28.8M | Buy |
348,651
+82,008
| +31% | +$6.78M | 0.49% | 34 |
|
|
2024
Q4 | $21.9M | Sell |
266,643
-148,834
| -36% | -$12.2M | 0.6% | 31 |
|
|
2024
Q3 | $34.5M | Sell |
415,477
-12,772
| -3% | -$1.06M | 0.55% | 33 |
|
|
2024
Q2 | $35M | Buy |
428,249
+200,825
| +88% | +$16.4M | 0.59% | 30 |
|
|
2024
Q1 | $18.6M | Sell |
227,424
-41,641
| -15% | -$3.41M | 0.5% | 36 |
|
|
2023
Q4 | $22.1M | Sell |
269,065
-227,023
| -46% | -$18.6M | 0.48% | 34 |
|
|
2023
Q3 | $40.2M | Sell |
496,088
-405,667
| -45% | -$32.8M | 0.96% | 22 |
|
|
2023
Q2 | $73.1M | Buy |
901,755
+341,931
| +61% | +$27.7M | 1.56% | 16 |
|
|
2023
Q1 | $46M | Buy |
559,824
+446,262
| +393% | +$36.7M | 1.98% | 13 |
|
|
2022
Q4 | $9.22M | Buy |
113,562
+79,439
| +233% | +$6.45M | 0.44% | 50 |
|
|
2022
Q3 | $2.77M | Buy |
34,123
+11,162
| +49% | +$906K | 0.16% | 79 |
|
|
2022
Q2 | $1.9M | Sell |
22,961
-593
| -3% | -$49.1K | 0.13% | 86 |
|
|
2022
Q1 | $1.96M | Sell |
23,554
-3,208
| -12% | -$267K | 0.1% | 90 |
|
|
2021
Q4 | $2.29M | Buy |
26,762
+689
| +3% | +$58.9K | 0.11% | 92 |
|
|
2021
Q3 | $2.25M | Buy |
26,073
+4,570
| +21% | +$394K | 0.1% | 87 |
|
|
2021
Q2 | $1.85M | Sell |
21,503
-344
| -2% | -$29.6K | 0.08% | 110 |
|
|
2021
Q1 | $1.88M | Buy |
21,847
+11,307
| +107% | +$975K | 0.08% | 117 |
|
|
2020
Q4 | $910K | Buy |
10,540
+18
| +0.2% | +$1.55K | 0.05% | 100 |
|
|
2020
Q3 | $910K | Sell |
10,522
-11,641
| -53% | -$1.01M | 0.06% | 94 |
|
|
2020
Q2 | $1.92M | Buy |
22,163
+8,234
| +59% | +$713K | 0.09% | 76 |
|
|
2020
Q1 | $1.21M | Buy |
13,929
+2,982
| +27% | +$258K | 0.08% | 71 |
|
|
2019
Q4 | $926K | Buy |
+10,947
| New | +$926K | 0.07% | 75 |
|