Patriot Financial Group Insurance Agency’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 | $256K | Buy |
3,085
+600
| +24% | +$49.7K | 0.03% | 442 |
|
|
2025
Q1 | $206K | Sell |
2,485
-150
| -6% | -$12.4K | 0.03% | 451 |
|
|
2024
Q4 | $216K | Sell |
2,635
-81
| -3% | -$6.64K | 0.03% | 432 |
|
|
2024
Q3 | $226K | Sell |
2,716
-42
| -2% | -$3.49K | 0.03% | 442 |
|
|
2024
Q2 | $225K | Buy |
2,758
+131
| +5% | +$10.7K | 0.03% | 424 |
|
|
2024
Q1 | $215K | Sell |
2,627
-3
| -0.1% | -$245 | 0.03% | 431 |
|
|
2023
Q4 | $216K | Sell |
2,630
-840
| -24% | -$68.9K | 0.04% | 409 |
|
|
2023
Q3 | $281K | Sell |
3,470
-516
| -13% | -$41.8K | 0.06% | 336 |
|
|
2023
Q2 | $323K | Buy |
+3,986
| New | +$323K | 0.06% | 323 |
|
|
2023
Q1 | – | Sell |
-7,105
| Closed | -$577K | – | 482 |
|
|
2022
Q4 | $577K | Buy |
7,105
+1,318
| +23% | +$107K | 0.08% | 185 |
|
|
2022
Q3 | $470K | Sell |
5,787
-1,576
| -21% | -$128K | 0.11% | 205 |
|
|
2022
Q2 | $610K | Buy |
7,363
+2,641
| +56% | +$219K | 0.12% | 172 |
|
|
2022
Q1 | $394K | Sell |
4,722
-431
| -8% | -$36K | 0.07% | 274 |
|
|
2021
Q4 | $441K | Buy |
5,153
+1,740
| +51% | +$149K | 0.07% | 271 |
|
|
2021
Q3 | $294K | Buy |
3,413
+1,524
| +81% | +$131K | 0.05% | 344 |
|
|
2021
Q2 | $163K | Buy |
1,889
+1,148
| +155% | +$99.1K | 0.03% | 476 |
|
|
2021
Q1 | $64K | Buy |
741
+68
| +10% | +$5.87K | 0.01% | 692 |
|
|
2020
Q4 | $58K | Buy |
673
+127
| +23% | +$10.9K | 0.01% | 649 |
|
|
2020
Q3 | $46K | Sell |
546
-43
| -7% | -$3.62K | 0.02% | 558 |
|
|
2020
Q2 | $51K | Sell |
589
-956
| -62% | -$82.8K | 0.02% | 513 |
|
|
2020
Q1 | $134K | Buy |
1,545
+1,152
| +293% | +$99.9K | 0.06% | 272 |
|
|
2019
Q4 | $33K | Sell |
393
-46
| -10% | -$3.86K | 0.01% | 573 |
|
|
2019
Q3 | $37K | Sell |
439
-226
| -34% | -$19K | 0.02% | 495 |
|
|
2019
Q2 | $56K | Buy |
665
+312
| +88% | +$26.3K | 0.02% | 416 |
|
|
2019
Q1 | $30K | Sell |
353
-50
| -12% | -$4.25K | 0.02% | 473 |
|
|
2018
Q4 | $34K | Buy |
403
+10
| +3% | +$844 | 0.02% | 381 |
|
|
2018
Q3 | $33K | Buy |
+393
| New | +$33K | 0.02% | 383 |
|
|
2018
Q2 | – | Sell |
-102
| Closed | -$9K | – | 875 |
|
|
2018
Q1 | $9K | Buy |
102
+51
| +100% | +$4.5K | 0.01% | 620 |
|
|
2017
Q4 | $4K | Hold |
51
| – | – | ﹤0.01% | 784 |
|
|
2017
Q3 | $4K | Hold |
51
| – | – | ﹤0.01% | 750 |
|
|
2017
Q2 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 732 |
|
|
2017
Q1 | – | Sell |
-434
| Closed | -$37K | – | 840 |
|
|
2016
Q4 | $37K | Buy |
+434
| New | +$37K | 0.05% | 265 |
|