PrairieView Partners’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 | $88K | Sell |
1,065
-354
| -25% | -$29.3K | 0.01% | 163 |
|
|
2025
Q1 | $117K | Sell |
1,419
-179
| -11% | -$14.8K | 0.01% | 149 |
|
|
2024
Q4 | $131K | Sell |
1,598
-1,718
| -52% | -$141K | 0.01% | 139 |
|
|
2024
Q3 | $275K | Sell |
3,316
-1,224
| -27% | -$102K | 0.03% | 108 |
|
|
2024
Q2 | $370K | Hold |
4,540
| – | – | 0.04% | 105 |
|
|
2024
Q1 | $372K | Sell |
4,540
-21
| -0.5% | -$1.72K | 0.04% | 90 |
|
|
2023
Q4 | $374K | Buy |
4,561
+1,882
| +70% | +$154K | 0.05% | 89 |
|
|
2023
Q3 | $216K | Buy |
2,679
+186
| +7% | +$15K | 0.03% | 101 |
|
|
2023
Q2 | $202K | Sell |
2,493
-1,312
| -34% | -$106K | 0.03% | 115 |
|
|
2023
Q1 | $312K | Buy |
3,805
+337
| +10% | +$27.6K | 0.04% | 89 |
|
|
2022
Q4 | $281K | Buy |
3,468
+1,069
| +45% | +$86.6K | 0.04% | 93 |
|
|
2022
Q3 | $195K | Sell |
2,399
-8,536
| -78% | -$694K | 0.03% | 101 |
|
|
2022
Q2 | $905K | Buy |
10,935
+5,223
| +91% | +$432K | 0.14% | 56 |
|
|
2022
Q1 | $476K | Hold |
5,712
| – | – | 0.07% | 76 |
|
|
2021
Q4 | $489K | Hold |
5,712
| – | – | 0.07% | 65 |
|
|
2021
Q3 | $492K | Sell |
5,712
-75
| -1% | -$6.46K | 0.07% | 63 |
|
|
2021
Q2 | $499K | Hold |
5,787
| – | – | 0.07% | 63 |
|
|
2021
Q1 | $499K | Hold |
5,787
| – | – | 0.08% | 61 |
|
|
2020
Q4 | $500K | Hold |
5,787
| – | – | 0.09% | 58 |
|
|
2020
Q3 | $501K | Sell |
5,787
-125
| -2% | -$10.8K | 0.11% | 55 |
|
|
2020
Q2 | $512K | Hold |
5,912
| – | – | 0.11% | 48 |
|
|
2020
Q1 | $512K | Sell |
5,912
-576
| -9% | -$49.9K | 0.13% | 47 |
|
|
2019
Q4 | $549K | Sell |
6,488
-460
| -7% | -$38.9K | 0.12% | 50 |
|
|
2019
Q3 | $589K | Buy |
+6,948
| New | +$589K | 0.14% | 49 |
|
|
2019
Q2 | – | Sell |
-12,658
| Closed | -$1.07M | – | 47 |
|
|
2019
Q1 | $1.07M | Buy |
+12,658
| New | +$1.07M | 0.27% | 39 |
|