Sierra Capital’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 | $683K | Hold |
8,285
| – | – | 0.08% | 148 |
|
|
2025
Q1 | $685K | Hold |
8,285
| – | – | 0.08% | 142 |
|
|
2024
Q4 | $679K | Sell |
8,285
-1,793
| -18% | -$147K | 0.08% | 142 |
|
|
2024
Q3 | $838K | Hold |
10,078
| – | – | 0.1% | 131 |
|
|
2024
Q2 | $823K | Hold |
10,078
| – | – | 0.11% | 121 |
|
|
2024
Q1 | $824K | Buy |
+10,078
| New | +$824K | 0.11% | 124 |
|
|
2023
Q1 | – | Sell |
-1,793
| Closed | -$146K | – | 503 |
|
|
2022
Q4 | $146K | Sell |
1,793
-13,122
| -88% | -$1.07M | 0.03% | 201 |
|
|
2022
Q3 | $1.21M | Sell |
14,915
-730
| -5% | -$59.3K | 0.23% | 89 |
|
|
2022
Q2 | $1.3M | Sell |
15,645
-764
| -5% | -$63.2K | 0.23% | 87 |
|
|
2022
Q1 | $1.37M | Hold |
16,409
| – | – | 0.22% | 97 |
|
|
2021
Q4 | $1.4M | Buy |
16,409
+1,415
| +9% | +$121K | 0.21% | 98 |
|
|
2021
Q3 | $1.29M | Sell |
14,994
-2,381
| -14% | -$204K | 0.22% | 101 |
|
|
2021
Q2 | $1.5M | Sell |
17,375
-3,857
| -18% | -$332K | 0.28% | 90 |
|
|
2021
Q1 | $1.83M | Buy |
+21,232
| New | +$1.83M | 0.34% | 74 |
|