Ritholtz Wealth Management’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 | $8.15M | Sell |
98,348
-16,999
| -15% | -$1.41M | 0.18% | 62 |
|
|
2025
Q1 | $9.54M | Buy |
115,347
+21,189
| +23% | +$1.75M | 0.29% | 47 |
|
|
2024
Q4 | $7.72M | Sell |
94,158
-3,825
| -4% | -$314K | 0.23% | 54 |
|
|
2024
Q3 | $8.15M | Buy |
97,983
+8,911
| +10% | +$741K | 0.25% | 51 |
|
|
2024
Q2 | $7.27M | Sell |
89,072
-1,121
| -1% | -$91.5K | 0.24% | 50 |
|
|
2024
Q1 | $7.38M | Sell |
90,193
-7,017
| -7% | -$574K | 0.25% | 52 |
|
|
2023
Q4 | $7.98M | Sell |
97,210
-12,591
| -11% | -$1.03M | 0.31% | 41 |
|
|
2023
Q3 | $8.89M | Buy |
109,801
+5,396
| +5% | +$437K | 0.4% | 35 |
|
|
2023
Q2 | $8.47M | Buy |
104,405
+10,742
| +11% | +$871K | 0.38% | 34 |
|
|
2023
Q1 | $7.7M | Sell |
93,663
-1,279,584
| -93% | -$105M | 0.38% | 34 |
|
|
2022
Q4 | $111M | Sell |
1,373,247
-3,190,714
| -70% | -$259M | 6.22% | 3 |
|
|
2022
Q3 | $371M | Buy |
4,563,961
+49,363
| +1% | +$4.01M | 19.68% | 1 |
|
|
2022
Q2 | $374M | Buy |
4,514,598
+4,315,670
| +2,169% | +$357M | 23.55% | 1 |
|
|
2022
Q1 | $16.6M | Buy |
198,928
+17,327
| +10% | +$1.44M | 1.12% | 17 |
|
|
2021
Q4 | $15.5M | Buy |
181,601
+23,795
| +15% | +$2.04M | 0.97% | 17 |
|
|
2021
Q3 | $13.6M | Buy |
157,806
+11,405
| +8% | +$983K | 0.94% | 18 |
|
|
2021
Q2 | $12.6M | Buy |
146,401
+59,122
| +68% | +$5.09M | 0.91% | 15 |
|
|
2021
Q1 | $7.53M | Buy |
87,279
+16,898
| +24% | +$1.46M | 0.63% | 18 |
|
|
2020
Q4 | $6.08M | Buy |
70,381
+3,695
| +6% | +$319K | 0.58% | 18 |
|
|
2020
Q3 | $5.77M | Buy |
66,686
+8,879
| +15% | +$768K | 0.65% | 18 |
|
|
2020
Q2 | $5.01M | Buy |
57,807
+14,148
| +32% | +$1.23M | 0.64% | 18 |
|
|
2020
Q1 | $3.78M | Buy |
43,659
+41,154
| +1,643% | +$3.57M | 0.61% | 15 |
|
|
2019
Q4 | $212K | Buy |
+2,505
| New | +$212K | 0.03% | 135 |
|
|
2019
Q2 | – | Sell |
-3,758
| Closed | -$316K | – | 138 |
|
|
2019
Q1 | $316K | Buy |
+3,758
| New | +$316K | 0.06% | 97 |
|