Sequoia 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 | $2.14M | Sell |
25,863
-622
| -2% | -$51.5K | 0.01% | 452 |
|
|
2025
Q1 | $2.19M | Sell |
26,485
-2,547
| -9% | -$211K | 0.02% | 409 |
|
|
2024
Q4 | $2.38M | Sell |
29,032
-5,780
| -17% | -$474K | 0.02% | 367 |
|
|
2024
Q3 | $2.89M | Sell |
34,812
-128,165
| -79% | -$10.7M | 0.03% | 298 |
|
|
2024
Q2 | $13.3M | Sell |
162,977
-20,207
| -11% | -$1.65M | 0.16% | 116 |
|
|
2024
Q1 | $15M | Buy |
183,184
+139,939
| +324% | +$11.4M | 0.19% | 108 |
|
|
2023
Q4 | $3.55M | Buy |
43,245
+31,978
| +284% | +$2.62M | 0.04% | 252 |
|
|
2023
Q3 | $912K | Sell |
11,267
-80
| -0.7% | -$6.48K | 0.02% | 363 |
|
|
2023
Q2 | $920K | Buy |
11,347
+11
| +0.1% | +$892 | 0.02% | 363 |
|
|
2023
Q1 | $931K | Buy |
11,336
+2,936
| +35% | +$241K | 0.02% | 329 |
|
|
2022
Q4 | $682K | Buy |
8,400
+2,259
| +37% | +$183K | 0.02% | 371 |
|
|
2022
Q3 | $499K | Sell |
6,141
-1,977
| -24% | -$161K | 0.02% | 294 |
|
|
2022
Q2 | $672K | Buy |
8,118
+3,004
| +59% | +$249K | 0.02% | 278 |
|
|
2022
Q1 | $426K | Sell |
5,114
-484
| -9% | -$40.3K | 0.01% | 396 |
|
|
2021
Q4 | $479K | Buy |
+5,598
| New | +$479K | 0.01% | 332 |
|
|
2021
Q3 | – | Sell |
-3,643
| Closed | -$314K | – | 415 |
|
|
2021
Q2 | $314K | Sell |
3,643
-70
| -2% | -$6.03K | 0.01% | 365 |
|
|
2021
Q1 | $320K | Buy |
3,713
+103
| +3% | +$8.88K | 0.01% | 327 |
|
|
2020
Q4 | $312K | Hold |
3,610
| – | – | 0.01% | 317 |
|
|
2020
Q3 | $312K | Buy |
+3,610
| New | +$312K | 0.02% | 289 |
|