Prospera Financial Services’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
$2.78M Sell
33,493
-9,049
-21% -$750K 0.05% 371
2025
Q1
$3.52M Sell
42,542
-5,054
-11% -$418K 0.08% 255
2024
Q4
$3.9M Sell
47,596
-3,754
-7% -$308K 0.09% 235
2024
Q3
$4.27M Buy
51,350
+8,780
+21% +$730K 0.11% 208
2024
Q2
$3.48M Sell
42,570
-14,757
-26% -$1.2M 0.1% 226
2024
Q1
$4.69M Sell
57,327
-18,522
-24% -$1.51M 0.14% 158
2023
Q4
$6.22M Buy
75,849
+12,293
+19% +$1.01M 0.21% 113
2023
Q3
$5.15M Sell
63,556
-12,072
-16% -$978K 0.2% 115
2023
Q2
$6.13M Buy
75,628
+12,610
+20% +$1.02M 0.23% 98
2023
Q1
$5.18M Sell
63,018
-77,344
-55% -$6.36M 0.21% 119
2022
Q4
$11.4M Buy
140,362
+98,599
+236% +$8M 0.57% 27
2022
Q3
$3.39M Buy
41,763
+1,706
+4% +$139K 0.18% 142
2022
Q2
$3.32M Buy
40,057
+22,780
+132% +$1.89M 0.17% 150
2022
Q1
$1.44M Buy
17,277
+3,273
+23% +$273K 0.06% 341
2021
Q4
$1.2M Sell
14,004
-4,452
-24% -$381K 0.05% 365
2021
Q3
$1.59M Sell
18,456
-220
-1% -$19K 0.08% 286
2021
Q2
$1.61M Buy
18,676
+119
+0.6% +$10.3K 0.08% 277
2021
Q1
$1.6M Sell
18,557
-6,425
-26% -$554K 0.1% 253
2020
Q4
$2.16M Buy
24,982
+24,539
+5,539% +$2.12M 0.15% 174
2020
Q3
$38K Sell
443
-23,826
-98% -$2.04M 0.01% 709
2020
Q2
$2.1M Sell
24,269
-231,637
-91% -$20.1M 0.19% 142
2020
Q1
$22.2M Buy
255,906
+239,889
+1,498% +$20.8M 2.35% 5
2019
Q4
$1.36M Buy
16,017
+209
+1% +$17.7K 0.1% 220
2019
Q3
$1.34M Buy
15,808
+3,068
+24% +$260K 0.14% 154
2019
Q2
$1.08M Buy
+12,740
New +$1.08M 0.12% 155
2019
Q1
Sell
-87,360
Closed -$7.31M 427
2018
Q4
$7.31M Buy
+87,360
New +$7.31M 1.47% 10
2018
Q3
Sell
-10,041
Closed -$836K 451
2018
Q2
$836K Sell
10,041
-17,695
-64% -$1.47M 0.11% 159
2018
Q1
$2.31M Buy
27,736
+23,691
+586% +$1.98M 0.32% 61
2017
Q4
$339K Sell
4,045
-1,987
-33% -$167K 0.05% 285
2017
Q3
$510K Sell
6,032
-3,482
-37% -$294K 0.08% 234
2017
Q2
$803K Sell
9,514
-65
-0.7% -$5.49K 0.13% 156
2017
Q1
$810K Sell
9,579
-4,833
-34% -$409K 0.15% 126
2016
Q4
$1.22M Buy
14,412
+6,686
+87% +$565K 0.24% 81
2016
Q3
$657K Sell
7,726
-5
-0.1% -$425 0.13% 140
2016
Q2
$660K Sell
7,731
-119,744
-94% -$10.2M 0.14% 131
2016
Q1
$10.8M Buy
127,475
+65,552
+106% +$5.57M 2.41% 8
2015
Q4
$5.22M Sell
61,923
-195,047
-76% -$16.5M 1.15% 15
2015
Q3
$21.8M Buy
256,970
+239,195
+1,346% +$20.3M 5.52% 4
2015
Q2
$1.51M Buy
17,775
+13,505
+316% +$1.15M 0.36% 52
2015
Q1
$362K Buy
+4,270
New +$362K 0.08% 181
2014
Q1
Sell
-4,791
Closed -$404K 291
2013
Q4
$404K Buy
4,791
+990
+26% +$83.5K 0.14% 124
2013
Q3
$321K Sell
3,801
-3,008
-44% -$254K 0.12% 146
2013
Q2
$574K Buy
+6,809
New +$574K 0.27% 92