Running Point Capital 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 | $30K | Hold |
362
| – | – | 0.01% | 152 |
|
|
2025
Q1 | $29.9K | Hold |
362
| – | – | 0.01% | 143 |
|
|
2024
Q4 | $29.7K | Sell |
362
-1
| -0.3% | -$82 | 0.01% | 132 |
|
|
2024
Q3 | $30.2K | Hold |
363
| – | – | 0.01% | 121 |
|
|
2024
Q2 | $29.7K | Hold |
363
| – | – | 0.01% | 117 |
|
|
2024
Q1 | $29.7K | Hold |
363
| – | – | 0.01% | 116 |
|
|
2023
Q4 | $29.8K | Hold |
363
| – | – | 0.01% | 124 |
|
|
2023
Q3 | $29.4K | Hold |
363
| – | – | 0.02% | 121 |
|
|
2023
Q2 | $29.4K | Hold |
363
| – | – | 0.02% | 122 |
|
|
2023
Q1 | $29.8K | Hold |
363
| – | – | 0.02% | 120 |
|
|
2022
Q4 | $29.5K | Hold |
363
| – | – | 0.02% | 178 |
|
|
2022
Q3 | $29K | Sell |
363
-290
| -44% | -$23.2K | 0.02% | 169 |
|
|
2022
Q2 | $54K | Buy |
+653
| New | +$54K | 0.03% | 153 |
|