Proficio Capital Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$32M Sell
387,079
-214,757
-36% -$17.8M 1.71% 14
2025
Q4
$49.8M Sell
601,836
-439,120
-42% -$36.4M 3.5% 6
2025
Q3
$86.4M Buy
1,040,956
+958,615
+1,164% +$79.3M 5.93% 4
2025
Q2
$6.82M Sell
82,341
-28,465
-26% -$2.35M 0.42% 50
2025
Q1
$9.17M Buy
110,806
+3,278
+3% +$270K 0.71% 32
2024
Q4
$8.84M Buy
107,528
+36,585
+52% +$3.01M 0.72% 26
2024
Q3
$5.9M Buy
70,943
+22,645
+47% +$1.87M 0.59% 34
2024
Q2
$3.94M Sell
48,298
-9,290
-16% -$756K 0.41% 45
2024
Q1
$4.68M Sell
57,588
-21,481
-27% -$1.76M 0.52% 39
2023
Q4
$6.49M Sell
79,069
-4,800
-6% -$390K 0.8% 25
2023
Q3
$6.79M Sell
83,869
-141,995
-63% -$11.5M 0.91% 22
2023
Q2
$18.3M Buy
225,864
+13,407
+6% +$1.1M 2.49% 9
2023
Q1
$17.5M Buy
212,457
+119,235
+128% +$9.72M 2.77% 8
2022
Q4
$7.57M Sell
93,222
-172,883
-65% -$14M 1.43% 12
2022
Q3
$21.6M Buy
266,105
+143,924
+118% +$11.8M 3.98% 6
2022
Q2
$10.1M Buy
122,181
+70,921
+138% +$5.88M 1.9% 11
2022
Q1
$4.27M Buy
+51,260
New +$4.33M 0.64% 32
2021
Q4
Sell
-2,905
Closed -$250K 319
2021
Q3
$250K Sell
2,905
-460
-14% -$39.7K 0.03% 246
2021
Q2
$290K Buy
+3,365
New +$290K 0.04% 215
2020
Q2
Sell
-170,274
Closed -$14.8M 184
2020
Q1
$14.8M Sell
170,274
-14,075
-8% -$1.2M 3.7% 5
2019
Q4
$15.6M Buy
184,349
+53,197
+41% +$4.51M 4.5% 6
2019
Q3
$11.1M Buy
131,152
+121,620
+1,276% +$10.3M 4.15% 7
2019
Q2
$808K Sell
9,532
-4,189
-31% -$353K 0.28% 59
2019
Q1
$1.15M Sell
13,721
-7,813
-36% -$654K 0.41% 50
2018
Q4
$1.8M Sell
21,534
-2,620
-11% -$218K 0.8% 29
2018
Q3
$2.01M Buy
+24,154
New +$2.01M 0.78% 29
2016
Q1
Hold
0
1159
2015
Q4
Hold
0
868

Other funds holding SHY