Salem Investment Counselors’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 | $18.1K | Hold |
218
| – | – | ﹤0.01% | 741 |
|
2025
Q1 | $18K | Hold |
218
| – | – | ﹤0.01% | 729 |
|
2024
Q4 | $17.9K | Sell |
218
-175
| -45% | -$14.3K | ﹤0.01% | 741 |
|
2024
Q3 | $32.7K | Sell |
393
-192
| -33% | -$16K | ﹤0.01% | 668 |
|
2024
Q2 | $47.8K | Sell |
585
-83
| -12% | -$6.78K | ﹤0.01% | 564 |
|
2024
Q1 | $54.6K | Sell |
668
-100
| -13% | -$8.18K | ﹤0.01% | 537 |
|
2023
Q4 | $63K | Buy |
768
+339
| +79% | +$27.8K | ﹤0.01% | 506 |
|
2023
Q3 | $34.7K | Sell |
429
-16
| -4% | -$1.3K | ﹤0.01% | 586 |
|
2023
Q2 | $36.1K | Buy |
445
+192
| +76% | +$15.6K | ﹤0.01% | 579 |
|
2023
Q1 | $20.8K | Buy |
253
+218
| +623% | +$17.9K | ﹤0.01% | 682 |
|
2022
Q4 | $2.84K | Sell |
35
-390
| -92% | -$31.7K | ﹤0.01% | 926 |
|
2022
Q3 | $35K | Buy |
425
+323
| +317% | +$26.6K | ﹤0.01% | 536 |
|
2022
Q2 | $8K | Buy |
+102
| New | +$8K | ﹤0.01% | 822 |
|
2021
Q3 | – | Sell |
-454
| Closed | -$39K | – | 1008 |
|
2021
Q2 | $39K | Sell |
454
-1,865
| -80% | -$160K | ﹤0.01% | 524 |
|
2021
Q1 | $200K | Buy |
2,319
+1,865
| +411% | +$161K | 0.01% | 282 |
|
2020
Q4 | $39K | Hold |
454
| – | – | ﹤0.01% | 480 |
|
2020
Q3 | $39K | Hold |
454
| – | – | ﹤0.01% | 401 |
|
2020
Q2 | $39K | Hold |
454
| – | – | ﹤0.01% | 396 |
|
2020
Q1 | $39K | Hold |
454
| – | – | ﹤0.01% | 370 |
|
2019
Q4 | $38K | Hold |
454
| – | – | ﹤0.01% | 415 |
|
2019
Q3 | $39K | Hold |
454
| – | – | ﹤0.01% | 397 |
|
2019
Q2 | $38K | Buy |
+454
| New | +$38K | ﹤0.01% | 406 |
|