SevenBridge Financial Group’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 | $7.69M | Sell |
93,023
-21,542
| -19% | -$1.78M | 1.36% | 14 |
|
|
2025
Q1 | $9.43M | Sell |
114,565
-39,227
| -26% | -$3.23M | 1.86% | 8 |
|
|
2024
Q4 | $12.6M | Sell |
153,792
-4,940
| -3% | -$405K | 2.39% | 6 |
|
|
2024
Q3 | $13M | Buy |
158,732
+35,502
| +29% | +$2.91M | 2.51% | 5 |
|
|
2024
Q2 | $10.2M | Buy |
123,230
+6,863
| +6% | +$567K | 2.25% | 6 |
|
|
2024
Q1 | $9.46M | Sell |
116,367
-4,727
| -4% | -$384K | 2.14% | 6 |
|
|
2023
Q4 | $9.93M | Buy |
121,094
+7,358
| +6% | +$604K | 2.35% | 6 |
|
|
2023
Q3 | $9.21M | Sell |
113,736
-2,708
| -2% | -$219K | 2.38% | 4 |
|
|
2023
Q2 | $9.44M | Sell |
116,444
-297
| -0.3% | -$24.1K | 2.44% | 4 |
|
|
2023
Q1 | $9.59M | Sell |
116,741
-11,306
| -9% | -$929K | 2.64% | 4 |
|
|
2022
Q4 | $10.4M | Sell |
128,047
-9,313
| -7% | -$756K | 3.04% | 3 |
|
|
2022
Q3 | $11.2M | Buy |
137,360
+122,943
| +853% | +$9.98M | 3.78% | 3 |
|
|
2022
Q2 | $1.19M | Sell |
14,417
-3,545
| -20% | -$294K | 0.48% | 57 |
|
|
2022
Q1 | $1.5M | Sell |
17,962
-997
| -5% | -$83.1K | 0.53% | 53 |
|
|
2021
Q4 | $1.62M | Sell |
18,959
-1,099
| -5% | -$94K | 0.49% | 57 |
|
|
2021
Q3 | $1.73M | Buy |
20,058
+806
| +4% | +$69.4K | 0.58% | 48 |
|
|
2021
Q2 | $1.66M | Sell |
19,252
-445
| -2% | -$38.3K | 0.54% | 51 |
|
|
2021
Q1 | $1.7M | Sell |
19,697
-1,870
| -9% | -$161K | 0.62% | 48 |
|
|
2020
Q4 | $1.86M | Sell |
21,567
-1,197
| -5% | -$103K | 0.73% | 41 |
|
|
2020
Q3 | $1.97M | Sell |
22,764
-7,539
| -25% | -$652K | 0.9% | 32 |
|
|
2020
Q2 | $2.63M | Sell |
30,303
-29
| -0.1% | -$2.51K | 1.3% | 25 |
|
|
2020
Q1 | $2.63M | Buy |
30,332
+630
| +2% | +$54.6K | 1.52% | 21 |
|
|
2019
Q4 | $2.51M | Buy |
29,702
+4,987
| +20% | +$422K | 0.66% | 26 |
|
|
2019
Q3 | $2.1M | Buy |
+24,715
| New | +$2.1M | 1.1% | 31 |
|