Semmax Financial 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 | $48.6K | Buy |
588
+5
| +0.9% | +$413 | 0.01% | 184 |
|
|
2025
Q1 | $48.1K | Buy |
583
+5
| +0.9% | +$412 | 0.01% | 168 |
|
|
2024
Q4 | $47.4K | Buy |
578
+5
| +0.9% | +$410 | 0.01% | 159 |
|
|
2024
Q3 | $46.9K | Sell |
573
-29
| -5% | -$2.38K | 0.01% | 152 |
|
|
2024
Q2 | $49.7K | Buy |
602
+33
| +6% | +$2.73K | 0.01% | 152 |
|
|
2024
Q1 | $46.3K | Buy |
569
+5
| +0.9% | +$406 | 0.02% | 149 |
|
|
2023
Q4 | $46K | Buy |
564
+3
| +0.5% | +$245 | 0.02% | 144 |
|
|
2023
Q3 | $45.5K | Buy |
+561
| New | +$45.5K | 0.02% | 122 |
|
|
2022
Q4 | $9.58M | Buy |
117,312
+1,744
| +2% | +$142K | 3.82% | 4 |
|
|
2022
Q3 | $9.32M | Buy |
115,568
+85,300
| +282% | +$6.88M | 3.95% | 4 |
|
|
2022
Q2 | $2.5M | Buy |
30,268
+16,581
| +121% | +$1.37M | 1.02% | 40 |
|
|
2022
Q1 | $1.14M | Buy |
13,687
+11,147
| +439% | +$929K | 0.45% | 68 |
|
|
2021
Q4 | $217K | Buy |
2,540
+757
| +42% | +$64.7K | 0.08% | 104 |
|
|
2021
Q3 | $154K | Sell |
1,783
-926
| -34% | -$80K | 0.05% | 106 |
|
|
2021
Q2 | $233K | Sell |
2,709
-116
| -4% | -$9.98K | 0.07% | 103 |
|
|
2021
Q1 | $244K | Sell |
2,825
-430
| -13% | -$37.1K | 0.09% | 100 |
|
|
2020
Q4 | $281K | Buy |
3,255
+1,341
| +70% | +$116K | 0.12% | 97 |
|
|
2020
Q3 | $166K | Buy |
1,914
+440
| +30% | +$38.2K | 0.08% | 93 |
|
|
2020
Q2 | $128K | Sell |
1,474
-1,002
| -40% | -$87K | 0.07% | 95 |
|
|
2020
Q1 | $215K | Sell |
2,476
-14,114
| -85% | -$1.23M | 0.14% | 89 |
|
|
2019
Q4 | $1.4M | Sell |
16,590
-12,996
| -44% | -$1.1M | 0.77% | 49 |
|
|
2019
Q3 | $2.51M | Sell |
29,586
-7,094
| -19% | -$602K | 1.5% | 21 |
|
|
2019
Q2 | $3.11M | Buy |
36,680
+22,221
| +154% | +$1.88M | 2.01% | 9 |
|
|
2019
Q1 | $1.22M | Buy |
14,459
+13,650
| +1,687% | +$1.15M | 0.84% | 26 |
|
|
2018
Q4 | $68K | Buy |
+809
| New | +$68K | 0.05% | 177 |
|