Patriot Investment Management 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 | $7.23M | Buy |
87,275
+1,674
| +2% | +$139K | 0.5% | 31 |
|
|
2025
Q1 | $7.08M | Buy |
85,601
+399
| +0.5% | +$33K | 0.53% | 32 |
|
|
2024
Q4 | $6.98M | Buy |
85,202
+2,474
| +3% | +$203K | 0.52% | 32 |
|
|
2024
Q3 | $6.88M | Buy |
82,728
+675
| +0.8% | +$56.1K | 0.51% | 34 |
|
|
2024
Q2 | $6.7M | Sell |
82,053
-6,051
| -7% | -$494K | 0.52% | 36 |
|
|
2024
Q1 | $7.21M | Buy |
88,104
+5,484
| +7% | +$448K | 0.57% | 33 |
|
|
2023
Q4 | $6.78M | Buy |
82,620
+19,757
| +31% | +$1.62M | 0.58% | 33 |
|
|
2023
Q3 | $5.09M | Sell |
62,863
-4,842
| -7% | -$392K | 0.47% | 39 |
|
|
2023
Q2 | $5.49M | Buy |
67,705
+6,716
| +11% | +$545K | 0.46% | 40 |
|
|
2023
Q1 | $5.01M | Buy |
60,989
+3,504
| +6% | +$288K | 0.44% | 39 |
|
|
2022
Q4 | $4.7M | Buy |
57,485
+9,973
| +21% | +$815K | 0.41% | 41 |
|
|
2022
Q3 | $3.86M | Buy |
47,512
+12,819
| +37% | +$1.04M | 0.4% | 42 |
|
|
2022
Q2 | $2.87M | Buy |
34,693
+2,299
| +7% | +$190K | 0.28% | 49 |
|
|
2022
Q1 | $2.7M | Sell |
32,394
-5,840
| -15% | -$487K | 0.23% | 53 |
|
|
2021
Q4 | $3.27M | Buy |
38,234
+1,628
| +4% | +$139K | 0.28% | 46 |
|
|
2021
Q3 | $3.15M | Buy |
36,606
+2,806
| +8% | +$242K | 0.28% | 46 |
|
|
2021
Q2 | $2.91M | Buy |
33,800
+2,093
| +7% | +$180K | 0.27% | 49 |
|
|
2021
Q1 | $2.73M | Buy |
31,707
+4,704
| +17% | +$406K | 0.27% | 50 |
|
|
2020
Q4 | $2.33M | Buy |
27,003
+1,381
| +5% | +$119K | 0.35% | 39 |
|
|
2020
Q3 | $2.22M | Sell |
25,622
-3,377
| -12% | -$292K | 0.26% | 53 |
|
|
2020
Q2 | $2.51M | Buy |
28,999
+363
| +1% | +$31.4K | 0.32% | 49 |
|
|
2020
Q1 | $2.48M | Buy |
28,636
+1,013
| +4% | +$87.8K | 0.38% | 47 |
|
|
2019
Q4 | $2.34M | Sell |
27,623
-2,159
| -7% | -$183K | 0.3% | 49 |
|
|
2019
Q3 | $2.53M | Hold |
29,782
| – | – | 0.35% | 45 |
|
|
2019
Q2 | $2.52M | Buy |
29,782
+1,483
| +5% | +$126K | 0.35% | 45 |
|
|
2019
Q1 | $2.38M | Buy |
+28,299
| New | +$2.38M | 0.35% | 45 |
|