Samalin Investment Counsel’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 | $2.71M | Buy |
32,743
+392
| +1% | +$32.5K | 1.04% | 15 |
|
|
2025
Q1 | $2.68M | Sell |
32,351
-43
| -0.1% | -$3.56K | 1.08% | 15 |
|
|
2024
Q4 | $2.66M | Buy |
32,394
+290
| +0.9% | +$23.8K | 1.14% | 19 |
|
|
2024
Q3 | $2.67M | Buy |
32,104
+1,351
| +4% | +$112K | 1.16% | 15 |
|
|
2024
Q2 | $2.51M | Buy |
30,753
+1,350
| +5% | +$110K | 1.17% | 16 |
|
|
2024
Q1 | $2.4M | Buy |
29,403
+1,420
| +5% | +$116K | 1.15% | 16 |
|
|
2023
Q4 | $2.3M | Buy |
27,983
+424
| +2% | +$34.8K | 1.16% | 15 |
|
|
2023
Q3 | $2.23M | Buy |
27,559
+5,285
| +24% | +$428K | 1.28% | 14 |
|
|
2023
Q2 | $1.81M | Buy |
22,274
+2,967
| +15% | +$241K | 0.98% | 21 |
|
|
2023
Q1 | $1.59M | Buy |
19,307
+2,682
| +16% | +$220K | 0.96% | 23 |
|
|
2022
Q4 | $1.35M | Buy |
16,625
+416
| +3% | +$33.8K | 0.85% | 29 |
|
|
2022
Q3 | $1.32M | Sell |
16,209
-968
| -6% | -$78.6K | 0.97% | 25 |
|
|
2022
Q2 | $1.42M | Sell |
17,177
-252
| -1% | -$20.9K | 1% | 22 |
|
|
2022
Q1 | $1.45M | Buy |
17,429
+514
| +3% | +$42.9K | 0.88% | 26 |
|
|
2021
Q4 | $1.45M | Buy |
16,915
+1,109
| +7% | +$94.9K | 0.87% | 24 |
|
|
2021
Q3 | $1.36M | Buy |
15,806
+2,044
| +15% | +$176K | 0.89% | 22 |
|
|
2021
Q2 | $1.19M | Sell |
13,762
-1,209
| -8% | -$104K | 0.77% | 24 |
|
|
2021
Q1 | $1.29M | Buy |
14,971
+2,696
| +22% | +$232K | 0.87% | 23 |
|
|
2020
Q4 | $1.06M | Buy |
12,275
+1,242
| +11% | +$107K | 0.8% | 28 |
|
|
2020
Q3 | $954K | Sell |
11,033
-638
| -5% | -$55.2K | 0.85% | 25 |
|
|
2020
Q2 | $1.01M | Sell |
11,671
-778
| -6% | -$67.3K | 1.06% | 20 |
|
|
2020
Q1 | $1.08M | Buy |
12,449
+328
| +3% | +$28.4K | 1.44% | 12 |
|
|
2019
Q4 | $1.03M | Buy |
+12,121
| New | +$1.03M | 0.86% | 22 |
|