Pinion Investment Advisors’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 | $331K | Buy |
+3,996
| New | +$331K | 0.11% | 122 |
|
|
2025
Q1 | – | Sell |
-2,909
| Closed | -$238K | – | 158 |
|
|
2024
Q4 | $238K | Buy |
+2,909
| New | +$238K | 0.09% | 141 |
|
|
2024
Q3 | – | Sell |
-3,971
| Closed | -$324K | – | 157 |
|
|
2024
Q2 | $324K | Buy |
3,971
+289
| +8% | +$23.6K | 0.16% | 111 |
|
|
2024
Q1 | $301K | Buy |
+3,682
| New | +$301K | 0.16% | 117 |
|
|
2023
Q4 | – | Sell |
-3,740
| Closed | -$303K | – | 167 |
|
|
2023
Q3 | $303K | Buy |
+3,740
| New | +$303K | 0.2% | 121 |
|
|
2022
Q4 | – | Sell |
-4,326
| Closed | -$351K | – | 155 |
|
|
2022
Q3 | $351K | Sell |
4,326
-819
| -16% | -$66.5K | 0.31% | 105 |
|
|
2022
Q2 | $426K | Buy |
5,145
+13
| +0.3% | +$1.08K | 0.36% | 93 |
|
|
2022
Q1 | $428K | Buy |
+5,132
| New | +$428K | 0.3% | 107 |
|