Sandy Spring Bank’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
Q1 | $96.3K | Buy |
1,164
+256
| +28% | +$21.2K | ﹤0.01% | 450 |
|
|
2024
Q4 | $74.4K | Hold |
908
| – | – | ﹤0.01% | 507 |
|
|
2024
Q3 | $75.5K | Hold |
908
| – | – | ﹤0.01% | 510 |
|
|
2024
Q2 | $74.1K | Hold |
908
| – | – | ﹤0.01% | 508 |
|
|
2024
Q1 | $74.3K | Sell |
908
-2,500
| -73% | -$204K | ﹤0.01% | 510 |
|
|
2023
Q4 | $280K | Hold |
3,408
| – | – | 0.01% | 325 |
|
|
2023
Q3 | $276K | Sell |
3,408
-1,160
| -25% | -$93.9K | 0.02% | 311 |
|
|
2023
Q2 | $370K | Buy |
4,568
+3,660
| +403% | +$297K | 0.02% | 283 |
|
|
2023
Q1 | $74.6K | Hold |
908
| – | – | ﹤0.01% | 468 |
|
|
2022
Q4 | $73.7K | Hold |
908
| – | – | ﹤0.01% | 462 |
|
|
2022
Q3 | $74K | Buy |
908
+100
| +12% | +$8.15K | ﹤0.01% | 453 |
|
|
2022
Q2 | $67K | Hold |
808
| – | – | ﹤0.01% | 462 |
|
|
2022
Q1 | $67K | Sell |
808
-31
| -4% | -$2.57K | ﹤0.01% | 488 |
|
|
2021
Q4 | $72K | Hold |
839
| – | – | ﹤0.01% | 497 |
|
|
2021
Q3 | $73K | Hold |
839
| – | – | ﹤0.01% | 482 |
|
|
2021
Q2 | $73K | Buy |
839
+31
| +4% | +$2.7K | ﹤0.01% | 491 |
|
|
2021
Q1 | $70K | Sell |
808
-13
| -2% | -$1.13K | ﹤0.01% | 470 |
|
|
2020
Q4 | $72K | Buy |
821
+13
| +2% | +$1.14K | ﹤0.01% | 437 |
|
|
2020
Q3 | $70K | Hold |
808
| – | – | ﹤0.01% | 420 |
|
|
2020
Q2 | $70K | Hold |
808
| – | – | 0.01% | 404 |
|
|
2020
Q1 | $70K | Hold |
808
| – | – | 0.01% | 387 |
|
|
2019
Q4 | $68K | Hold |
808
| – | – | ﹤0.01% | 425 |
|
|
2019
Q3 | $69K | Hold |
808
| – | – | 0.01% | 426 |
|
|
2019
Q2 | $69K | Hold |
808
| – | – | 0.01% | 420 |
|
|
2019
Q1 | $68K | Hold |
808
| – | – | 0.01% | 405 |
|
|
2018
Q4 | $68K | Hold |
808
| – | – | 0.01% | 409 |
|
|
2018
Q3 | $67K | Hold |
808
| – | – | 0.01% | 423 |
|
|
2018
Q2 | $67K | Hold |
808
| – | – | 0.01% | 427 |
|
|
2018
Q1 | $68K | Hold |
808
| – | – | 0.01% | 429 |
|
|
2017
Q4 | $68K | Hold |
808
| – | – | 0.01% | 403 |
|
|
2017
Q3 | $68K | Hold |
808
| – | – | 0.01% | 400 |
|
|
2017
Q2 | $68K | Hold |
808
| – | – | 0.01% | 415 |
|
|
2017
Q1 | $68K | Hold |
808
| – | – | 0.01% | 412 |
|
|
2016
Q4 | $68K | Hold |
808
| – | – | 0.01% | 402 |
|
|
2016
Q3 | $69K | Hold |
808
| – | – | 0.01% | 400 |
|
|
2016
Q2 | $69K | Hold |
808
| – | – | 0.01% | 399 |
|
|
2016
Q1 | $69K | Hold |
808
| – | – | 0.01% | 397 |
|
|
2015
Q4 | $68K | Sell |
808
-163
| -17% | -$13.7K | 0.01% | 381 |
|
|
2015
Q3 | $83K | Sell |
971
-1,799
| -65% | -$154K | 0.01% | 368 |
|
|
2015
Q2 | $235K | Buy |
2,770
+19
| +0.7% | +$1.61K | 0.03% | 277 |
|
|
2015
Q1 | $234K | Sell |
2,751
-500
| -15% | -$42.5K | 0.03% | 271 |
|
|
2014
Q4 | $275K | Sell |
3,251
-2,266
| -41% | -$192K | 0.03% | 238 |
|
|
2014
Q3 | $466K | Hold |
5,517
| – | – | 0.06% | 218 |
|
|
2014
Q2 | $467K | Hold |
5,517
| – | – | 0.06% | 217 |
|
|
2014
Q1 | $466K | Sell |
5,517
-153
| -3% | -$12.9K | 0.07% | 208 |
|
|
2013
Q4 | $478K | Sell |
5,670
-845
| -13% | -$71.2K | 0.07% | 200 |
|
|
2013
Q3 | $550K | Hold |
6,515
| – | – | 0.08% | 186 |
|
|
2013
Q2 | $549K | Buy |
+6,515
| New | +$549K | 0.09% | 179 |
|