Simplicity Solutions’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$58.6M Sell
2023
Q3
$58.6M Sell
2023
Q2
$59.8M Buy
2023
Q1
$59.8M Buy
2021
Q1
Sell
2020
Q4
$35.5M Buy
2020
Q3
$34.3M Sell
2020
Q2
$49.3M Buy
2020
Q1
$22.8M Buy
2019
Q4
$2.25M Buy
2019
Q3
$1.09M Sell
2019
Q2
$14.2M Buy
2019
Q1
$875K Buy
2018
Q4
$594K Buy
2016
Q2
Sell
2016
Q1
$487K Sell
2015
Q4
$3.35M Buy
2015
Q3
$3.24M Buy
2015
Q2
$891K Buy
2015
Q1
$675K Buy
2014
Q4
$273K Buy