Phoenix Financial’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 | $349K | Hold |
4,209
| – | – | ﹤0.01% | 319 |
|
|
2025
Q1 | $348K | Hold |
4,209
| – | – | 0.01% | 280 |
|
|
2024
Q4 | $345K | Hold |
4,209
| – | – | ﹤0.01% | 298 |
|
|
2024
Q3 | $350K | Hold |
4,209
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $344K | Hold |
4,209
| – | – | 0.01% | 279 |
|
|
2024
Q1 | $344K | Hold |
4,209
| – | – | ﹤0.01% | 310 |
|
|
2023
Q4 | $345K | Buy |
4,209
+366
| +10% | +$30K | 0.01% | 264 |
|
|
2023
Q3 | $311K | Hold |
3,843
| – | – | 0.01% | 256 |
|
|
2023
Q2 | $312K | Hold |
3,843
| – | – | 0.01% | 266 |
|
|
2023
Q1 | $315K | Hold |
3,843
| – | – | 0.01% | 238 |
|
|
2022
Q4 | $312K | Hold |
3,843
| – | – | 0.01% | 237 |
|
|
2022
Q3 | $313K | Hold |
3,843
| – | – | 0.01% | 268 |
|
|
2022
Q2 | $318K | Hold |
3,843
| – | – | 0.01% | 299 |
|
|
2022
Q1 | $320K | Hold |
3,843
| – | – | 0.01% | 325 |
|
|
2021
Q4 | $329K | Hold |
3,843
| – | – | 0.01% | 314 |
|
|
2021
Q3 | $331K | Buy |
+3,843
| New | +$331K | 0.01% | 344 |
|
|
2021
Q2 | – | Sell |
-3,843
| Closed | -$331K | – | 391 |
|
|
2021
Q1 | $331K | Sell |
3,843
-1,095
| -22% | -$94.3K | 0.01% | 334 |
|
|
2020
Q4 | $426K | Buy |
4,938
+1,438
| +41% | +$124K | 0.01% | 265 |
|
|
2020
Q3 | $285K | Buy |
+3,500
| New | +$285K | 0.01% | 264 |
|