Proficio Capital 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 | $6.82M | Sell |
82,341
-28,465
| -26% | -$2.36M | 0.42% | 50 |
|
|
2025
Q1 | $9.17M | Buy |
110,806
+3,278
| +3% | +$271K | 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% | +$1.88M | 0.59% | 34 |
|
|
2024
Q2 | $3.94M | Sell |
48,298
-9,290
| -16% | -$759K | 0.41% | 45 |
|
|
2024
Q1 | $4.68M | Sell |
57,588
-21,481
| -27% | -$1.75M | 0.52% | 39 |
|
|
2023
Q4 | $6.49M | Sell |
79,069
-4,800
| -6% | -$394K | 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% | +$1.09M | 2.49% | 9 |
|
|
2023
Q1 | $17.5M | Buy |
212,457
+119,235
| +128% | +$9.8M | 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% | +$11.7M | 3.98% | 6 |
|
|
2022
Q2 | $10.1M | Buy |
122,181
+70,921
| +138% | +$5.87M | 1.89% | 11 |
|
|
2022
Q1 | $4.27M | Buy |
+51,260
| New | +$4.27M | 0.64% | 32 |
|
|
2021
Q4 | – | Sell |
-2,905
| Closed | -$250K | – | 319 |
|
|
2021
Q3 | $250K | Sell |
2,905
-460
| -14% | -$39.6K | 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% | -$1.22M | 3.7% | 5 |
|
|
2019
Q4 | $15.6M | Buy |
184,349
+53,197
| +41% | +$4.5M | 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% | -$355K | 0.28% | 59 |
|
|
2019
Q1 | $1.15M | Sell |
13,721
-7,813
| -36% | -$657K | 0.41% | 50 |
|
|
2018
Q4 | $1.8M | Sell |
21,534
-2,620
| -11% | -$219K | 0.8% | 29 |
|
|
2018
Q3 | $2.01M | Buy |
+24,154
| New | +$2.01M | 0.66% | 27 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1158 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 867 |
|