Rehmann Capital Advisory Group’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 | $2.11M | Buy |
25,436
+2,054
| +9% | +$170K | 0.13% | 120 |
|
|
2025
Q1 | $1.93M | Sell |
23,382
-5,699
| -20% | -$471K | 0.12% | 129 |
|
|
2024
Q4 | $2.38M | Buy |
29,081
+2,631
| +10% | +$216K | 0.15% | 110 |
|
|
2024
Q3 | $2.2M | Buy |
26,450
+152
| +0.6% | +$12.6K | 0.14% | 114 |
|
|
2024
Q2 | $2.15M | Buy |
26,298
+1,020
| +4% | +$83.3K | 0.15% | 113 |
|
|
2024
Q1 | $2.07M | Sell |
25,278
-443
| -2% | -$36.2K | 0.15% | 112 |
|
|
2023
Q4 | $2.11M | Sell |
25,721
-164,763
| -86% | -$13.5M | 0.17% | 103 |
|
|
2023
Q3 | $15.4M | Buy |
190,484
+9,677
| +5% | +$784K | 1.44% | 14 |
|
|
2023
Q2 | $14.7M | Buy |
180,807
+166,007
| +1,122% | +$13.5M | 1.31% | 16 |
|
|
2023
Q1 | $1.22M | Buy |
14,800
+144
| +1% | +$11.8K | 0.11% | 156 |
|
|
2022
Q4 | $1.19M | Buy |
14,656
+11,524
| +368% | +$935K | 0.12% | 149 |
|
|
2022
Q3 | $254K | Sell |
3,132
-2,132
| -41% | -$173K | 0.03% | 421 |
|
|
2022
Q2 | $436K | Sell |
5,264
-4,389
| -45% | -$363K | 0.05% | 305 |
|
|
2022
Q1 | $805K | Sell |
9,653
-985
| -9% | -$82.1K | 0.08% | 231 |
|
|
2021
Q4 | $910K | Buy |
10,638
+4,785
| +82% | +$409K | 0.08% | 209 |
|
|
2021
Q3 | $486K | Sell |
5,853
-125
| -2% | -$10.4K | 0.05% | 326 |
|
|
2021
Q2 | $519K | Sell |
5,978
-448
| -7% | -$38.9K | 0.05% | 300 |
|
|
2021
Q1 | $554K | Buy |
6,426
+278
| +5% | +$24K | 0.06% | 273 |
|
|
2020
Q4 | $531K | Sell |
6,148
-2,020
| -25% | -$175K | 0.06% | 257 |
|
|
2020
Q3 | $707K | Buy |
8,168
+1,000
| +14% | +$86.5K | 0.09% | 192 |
|
|
2020
Q2 | $621K | Sell |
7,168
-10,716
| -60% | -$928K | 0.08% | 202 |
|
|
2020
Q1 | $1.55M | Buy |
+17,884
| New | +$1.55M | 0.25% | 74 |
|
|
2019
Q3 | – | Sell |
-19,646
| Closed | -$1.67M | – | 2047 |
|
|
2019
Q2 | $1.67M | Buy |
19,646
+6,921
| +54% | +$587K | 0.21% | 83 |
|
|
2019
Q1 | $1.07M | Buy |
12,725
+6,169
| +94% | +$519K | 0.15% | 117 |
|
|
2018
Q4 | $548K | Sell |
6,556
-2,606
| -28% | -$218K | 0.08% | 129 |
|
|
2018
Q3 | $761K | Sell |
9,162
-670
| -7% | -$55.7K | 0.11% | 159 |
|
|
2018
Q2 | $820K | Sell |
9,832
-13,802
| -58% | -$1.15M | 0.12% | 151 |
|
|
2018
Q1 | $1.98M | Sell |
23,634
-2,108
| -8% | -$176K | 0.31% | 58 |
|
|
2017
Q4 | $2.16M | Buy |
25,742
+201
| +0.8% | +$16.9K | 0.36% | 56 |
|
|
2017
Q3 | $2.16M | Buy |
25,541
+1,604
| +7% | +$135K | 0.39% | 54 |
|
|
2017
Q2 | $2.02M | Sell |
23,937
-2,161
| -8% | -$183K | 0.39% | 49 |
|
|
2017
Q1 | $2.21M | Sell |
26,098
-19,402
| -43% | -$1.64M | 0.37% | 56 |
|
|
2016
Q4 | $3.84M | Buy |
45,500
+140
| +0.3% | +$11.8K | 0.7% | 30 |
|
|
2016
Q3 | $3.86M | Sell |
45,360
-545
| -1% | -$46.3K | 0.75% | 32 |
|
|
2016
Q2 | $3.92M | Sell |
45,905
-1,619
| -3% | -$138K | 0.73% | 29 |
|
|
2016
Q1 | $4.04M | Buy |
47,524
+4,080
| +9% | +$347K | 0.79% | 29 |
|
|
2015
Q4 | $3.67M | Sell |
43,444
-3,814
| -8% | -$322K | 0.77% | 28 |
|
|
2015
Q3 | $4.02M | Sell |
47,258
-2,764
| -6% | -$235K | 0.91% | 23 |
|
|
2015
Q2 | $4.25M | Buy |
50,022
+12,203
| +32% | +$1.04M | 0.97% | 21 |
|
|
2015
Q1 | $3.21M | Sell |
37,819
-97
| -0.3% | -$8.23K | 0.73% | 32 |
|
|
2014
Q4 | $3.2M | Sell |
37,916
-1,060
| -3% | -$89.5K | 0.74% | 31 |
|
|
2014
Q3 | $3.29M | Buy |
38,976
+2,421
| +7% | +$205K | 0.78% | 29 |
|
|
2014
Q2 | $3.09M | Buy |
36,555
+19,239
| +111% | +$1.63M | 0.74% | 31 |
|
|
2014
Q1 | $1.46M | Sell |
17,316
-75
| -0.4% | -$6.33K | 0.4% | 60 |
|
|
2013
Q4 | $1.47M | Sell |
17,391
-9,938
| -36% | -$838K | 0.44% | 52 |
|
|
2013
Q3 | $2.31M | Buy |
27,329
+2,712
| +11% | +$229K | 0.75% | 33 |
|
|
2013
Q2 | $2.08M | Buy |
+24,617
| New | +$2.08M | 0.72% | 34 |
|