Silver Oak Securities’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 | $12.7M | Buy |
153,099
+74,972
| +96% | +$6.21M | 1.03% | 15 |
|
|
2025
Q1 | $6.46M | Buy |
78,127
+3,198
| +4% | +$264K | 0.59% | 35 |
|
|
2024
Q4 | $6.14M | Buy |
74,929
+70,132
| +1,462% | +$5.75M | 0.57% | 37 |
|
|
2024
Q3 | $354K | Sell |
4,797
-633
| -12% | -$46.7K | 0.04% | 395 |
|
|
2024
Q2 | $443K | Sell |
5,430
-3,599
| -40% | -$294K | 0.07% | 238 |
|
|
2024
Q1 | $738K | Buy |
9,029
+2,660
| +42% | +$218K | 0.11% | 180 |
|
|
2023
Q4 | $523K | Buy |
6,369
+4,351
| +216% | +$357K | 0.07% | 265 |
|
|
2023
Q3 | $163K | Sell |
2,018
-8,929
| -82% | -$723K | 0.04% | 317 |
|
|
2023
Q2 | $888K | Buy |
10,947
+3,037
| +38% | +$246K | 0.14% | 149 |
|
|
2023
Q1 | $652K | Sell |
7,910
-4,123
| -34% | -$340K | 0.11% | 158 |
|
|
2022
Q4 | $977K | Buy |
12,033
+10,015
| +496% | +$813K | 0.18% | 92 |
|
|
2022
Q3 | $163K | Sell |
2,018
-4,084
| -67% | -$331K | 0.04% | 317 |
|
|
2022
Q2 | $506K | Buy |
6,102
+2,567
| +73% | +$213K | 0.11% | 126 |
|
|
2022
Q1 | $294K | Buy |
+3,535
| New | +$294K | 0.06% | 237 |
|