Realta Investment 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 | $1.56M | Buy |
18,862
+2,222
| +13% | +$184K | 0.62% | 41 |
|
|
2025
Q1 | $1.38M | Sell |
16,640
-2,429
| -13% | -$201K | 0.63% | 41 |
|
|
2024
Q4 | $1.56M | Buy |
19,069
+1,880
| +11% | +$154K | 0.64% | 40 |
|
|
2024
Q3 | $1.42M | Sell |
17,189
-165
| -1% | -$13.6K | 0.65% | 38 |
|
|
2024
Q2 | $1.42M | Sell |
17,354
-11,563
| -40% | -$944K | 0.28% | 85 |
|
|
2024
Q1 | $2.36M | Sell |
28,917
-2,026
| -7% | -$166K | 0.49% | 42 |
|
|
2023
Q4 | $2.54M | Buy |
30,943
+1,599
| +5% | +$131K | 0.57% | 26 |
|
|
2023
Q3 | $2.38M | Hold |
29,344
| – | – | 0.55% | 31 |
|
|
2023
Q2 | $2.38M | Sell |
29,344
-593
| -2% | -$48.1K | 0.52% | 32 |
|
|
2023
Q1 | $2.46M | Buy |
29,937
+24,672
| +469% | +$2.03M | 0.6% | 28 |
|
|
2022
Q4 | $427K | Buy |
5,265
+4,159
| +376% | +$338K | 0.1% | 231 |
|
|
2022
Q3 | $90K | Buy |
+1,106
| New | +$90K | 0.02% | 464 |
|
|
2022
Q2 | – | Sell |
-2,582
| Closed | -$215K | – | 435 |
|
|
2022
Q1 | $215K | Buy |
+2,582
| New | +$215K | 0.04% | 380 |
|
|
2020
Q1 | – | Sell |
-12,685
| Closed | -$1.08M | – | 1202 |
|
|
2019
Q4 | $1.08M | Sell |
12,685
-567
| -4% | -$48.1K | 0.29% | 64 |
|
|
2019
Q3 | $1.12M | Sell |
13,252
-798
| -6% | -$67.6K | 0.3% | 62 |
|
|
2019
Q2 | $1.19M | Buy |
14,050
+1,375
| +11% | +$116K | 0.33% | 54 |
|
|
2019
Q1 | $1.07M | Buy |
+12,675
| New | +$1.07M | 0.49% | 37 |
|