Pure Financial 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 | $8.41M | Sell |
101,471
-1,538
| -1% | -$127K | 0.15% | 77 |
|
2025
Q1 | $8.52M | Buy |
103,009
+19,483
| +23% | +$1.61M | 0.18% | 64 |
|
2024
Q4 | $6.85M | Buy |
83,526
+8,113
| +11% | +$665K | 0.16% | 62 |
|
2024
Q3 | $6.27M | Sell |
75,413
-4,458
| -6% | -$371K | 0.15% | 63 |
|
2024
Q2 | $6.52M | Sell |
79,871
-298
| -0.4% | -$24.3K | 0.18% | 62 |
|
2024
Q1 | $6.56M | Buy |
80,169
+3,118
| +4% | +$255K | 0.21% | 61 |
|
2023
Q4 | $6.32M | Sell |
77,051
-2,620
| -3% | -$215K | 0.22% | 58 |
|
2023
Q3 | $6.45M | Buy |
79,671
+75
| +0.1% | +$6.07K | 0.26% | 54 |
|
2023
Q2 | $6.45M | Sell |
79,596
-247
| -0.3% | -$20K | 0.27% | 53 |
|
2023
Q1 | $6.56M | Sell |
79,843
-2,194
| -3% | -$180K | 0.3% | 53 |
|
2022
Q4 | $6.66M | Buy |
82,037
+10,927
| +15% | +$887K | 0.34% | 51 |
|
2022
Q3 | $5.78M | Sell |
71,110
-11,623
| -14% | -$944K | 0.34% | 52 |
|
2022
Q2 | $6.85M | Sell |
82,733
-1,393
| -2% | -$115K | 0.42% | 50 |
|
2022
Q1 | $7.01M | Buy |
84,126
+16,737
| +25% | +$1.4M | 0.32% | 50 |
|
2021
Q4 | $5.76M | Buy |
67,389
+10,370
| +18% | +$887K | 0.29% | 46 |
|
2021
Q3 | $4.91M | Sell |
57,019
-713
| -1% | -$61.4K | 0.38% | 45 |
|
2021
Q2 | $4.97M | Buy |
57,732
+770
| +1% | +$66.3K | 0.4% | 44 |
|
2021
Q1 | $4.91M | Buy |
56,962
+3,995
| +8% | +$345K | 0.49% | 42 |
|
2020
Q4 | $4.58M | Buy |
52,967
+5,417
| +11% | +$468K | 0.55% | 42 |
|
2020
Q3 | $4.11M | Buy |
47,550
+2,151
| +5% | +$186K | 0.6% | 42 |
|
2020
Q2 | $3.93M | Buy |
45,399
+18,812
| +71% | +$1.63M | 0.61% | 39 |
|
2020
Q1 | $2.3M | Sell |
26,587
-8,037
| -23% | -$696K | 0.39% | 45 |
|
2019
Q4 | $2.93M | Buy |
34,624
+4,120
| +14% | +$349K | 0.5% | 43 |
|
2019
Q3 | $2.59M | Buy |
30,504
+1,383
| +5% | +$117K | 0.47% | 44 |
|
2019
Q2 | $2.47M | Buy |
29,121
+2,467
| +9% | +$209K | 0.44% | 47 |
|
2019
Q1 | $2.24M | Buy |
26,654
+1,104
| +4% | +$92.9K | 0.42% | 47 |
|
2018
Q4 | $2.14M | Buy |
25,550
+90
| +0.4% | +$7.52K | 0.43% | 47 |
|
2018
Q3 | $2.12M | Buy |
+25,460
| New | +$2.12M | 0.46% | 41 |
|
2017
Q4 | – | Sell |
-16,724
| Closed | -$1.41M | – | 86 |
|
2017
Q3 | $1.41M | Buy |
16,724
+2,737
| +20% | +$231K | 0.36% | 37 |
|
2017
Q2 | $1.18M | Buy |
13,987
+1,511
| +12% | +$128K | 0.32% | 40 |
|
2017
Q1 | $1.05M | Buy |
12,476
+1,786
| +17% | +$151K | 0.31% | 39 |
|
2016
Q4 | $903K | Buy |
10,690
+2,404
| +29% | +$203K | 0.27% | 43 |
|
2016
Q3 | $705K | Buy |
8,286
+1,942
| +31% | +$165K | 0.23% | 47 |
|
2016
Q2 | $541K | Buy |
6,344
+2,702
| +74% | +$230K | 0.19% | 49 |
|
2016
Q1 | $309K | Buy |
+3,642
| New | +$309K | 0.11% | 77 |
|