SimplyRich’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 | $482K | Sell |
5,829
-24
| -0.4% | -$1.99K | 0.13% | 144 |
|
|
2025
Q1 | $484K | Sell |
5,853
-148
| -2% | -$12.2K | 0.14% | 148 |
|
|
2024
Q4 | $491K | Sell |
6,001
-46
| -0.8% | -$3.76K | 0.14% | 130 |
|
|
2024
Q3 | $502K | Sell |
6,047
-33
| -0.5% | -$2.74K | 0.14% | 137 |
|
|
2024
Q2 | $496K | Sell |
6,080
-60
| -1% | -$4.9K | 0.16% | 113 |
|
|
2024
Q1 | $503K | Sell |
6,140
-62
| -1% | -$5.08K | 0.16% | 114 |
|
|
2023
Q4 | $509K | Buy |
+6,202
| New | +$509K | 0.18% | 110 |
|
|
2023
Q3 | – | Sell |
-6,308
| Closed | -$511K | – | 160 |
|
|
2023
Q2 | $511K | Sell |
6,308
-39
| -0.6% | -$3.16K | 0.18% | 111 |
|
|
2023
Q1 | $521K | Sell |
6,347
-56
| -0.9% | -$4.6K | 0.2% | 107 |
|
|
2022
Q4 | $519K | Sell |
6,403
-698
| -10% | -$56.6K | 0.21% | 110 |
|
|
2022
Q3 | $576K | Sell |
7,101
-47
| -0.7% | -$3.81K | 0.26% | 92 |
|
|
2022
Q2 | $591K | Sell |
7,148
-108
| -1% | -$8.93K | 0.25% | 96 |
|
|
2022
Q1 | $604K | Sell |
7,256
-256
| -3% | -$21.3K | 0.21% | 102 |
|
|
2021
Q4 | $643K | Buy |
7,512
+3,220
| +75% | +$276K | 0.21% | 102 |
|
|
2021
Q3 | $369K | Buy |
+4,292
| New | +$369K | 0.13% | 131 |
|
|
2021
Q2 | – | Sell |
-4,292
| Closed | -$370K | – | 177 |
|
|
2021
Q1 | $370K | Hold |
4,292
| – | – | 0.15% | 126 |
|
|
2020
Q4 | $371K | Sell |
4,292
-53
| -1% | -$4.58K | 0.17% | 110 |
|
|
2020
Q3 | $376K | Hold |
4,345
| – | – | 0.19% | 105 |
|
|
2020
Q2 | $376K | Hold |
4,345
| – | – | 0.21% | 102 |
|
|
2020
Q1 | $377K | Sell |
4,345
-135
| -3% | -$11.7K | 0.25% | 90 |
|
|
2019
Q4 | $379K | Sell |
4,480
-1,226
| -21% | -$104K | 0.19% | 119 |
|
|
2019
Q3 | $484K | Sell |
5,706
-22
| -0.4% | -$1.87K | 0.26% | 99 |
|
|
2019
Q2 | $486K | Buy |
+5,728
| New | +$486K | 0.27% | 100 |
|