Sound Income Strategies’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 | $34.2K | Sell |
413
-47
| -10% | -$3.9K | ﹤0.01% | 617 |
|
|
2025
Q1 | $38K | Sell |
460
-61
| -12% | -$5.04K | ﹤0.01% | 564 |
|
|
2024
Q4 | $42.8K | Sell |
521
-84
| -14% | -$6.89K | ﹤0.01% | 503 |
|
|
2024
Q3 | $50.3K | Buy |
605
+41
| +7% | +$3.41K | ﹤0.01% | 445 |
|
|
2024
Q2 | $46.1K | Buy |
564
+106
| +23% | +$8.66K | ﹤0.01% | 454 |
|
|
2024
Q1 | $37.5K | Sell |
458
-655
| -59% | -$53.6K | ﹤0.01% | 470 |
|
|
2023
Q4 | $91.3K | Buy |
1,113
+395
| +55% | +$32.4K | 0.01% | 297 |
|
|
2023
Q3 | $58.2K | Buy |
718
+560
| +354% | +$45.4K | ﹤0.01% | 291 |
|
|
2023
Q2 | $12.8K | Sell |
158
-18
| -10% | -$1.46K | ﹤0.01% | 522 |
|
|
2023
Q1 | $14.5K | Buy |
176
+5
| +3% | +$411 | ﹤0.01% | 471 |
|
|
2022
Q4 | $13.9K | Sell |
171
-21
| -11% | -$1.7K | ﹤0.01% | 454 |
|
|
2022
Q3 | $16K | Sell |
192
-100
| -34% | -$8.33K | ﹤0.01% | 394 |
|
|
2022
Q2 | $24K | Hold |
292
| – | – | ﹤0.01% | 327 |
|
|
2022
Q1 | $24K | Sell |
292
-41
| -12% | -$3.37K | ﹤0.01% | 330 |
|
|
2021
Q4 | $28K | Buy |
333
+109
| +49% | +$9.17K | ﹤0.01% | 314 |
|
|
2021
Q3 | $19K | Sell |
224
-213
| -49% | -$18.1K | ﹤0.01% | 356 |
|
|
2021
Q2 | $38K | Buy |
437
+13
| +3% | +$1.13K | 0.01% | 260 |
|
|
2021
Q1 | $36.6K | Buy |
424
+19
| +5% | +$1.64K | 0.01% | 261 |
|
|
2020
Q4 | $35K | Hold |
405
| – | – | 0.01% | 246 |
|
|
2020
Q3 | $35K | Buy |
405
+75
| +23% | +$6.48K | 0.01% | 214 |
|
|
2020
Q2 | $29K | Hold |
330
| – | – | 0.01% | 220 |
|
|
2020
Q1 | $29K | Buy |
330
+100
| +43% | +$8.79K | 0.01% | 193 |
|
|
2019
Q4 | $19K | Hold |
230
| – | – | 0.01% | 239 |
|
|
2019
Q3 | $20K | Hold |
230
| – | – | 0.01% | 214 |
|
|
2019
Q2 | $19K | Sell |
230
-20
| -8% | -$1.65K | 0.01% | 236 |
|
|
2019
Q1 | $21K | Sell |
250
-47
| -16% | -$3.95K | 0.01% | 225 |
|
|
2018
Q4 | $25K | Buy |
297
+47
| +19% | +$3.96K | 0.01% | 201 |
|
|
2018
Q3 | $21K | Hold |
250
| – | – | 0.01% | 238 |
|
|
2018
Q2 | $21K | Hold |
250
| – | – | 0.01% | 212 |
|
|
2018
Q1 | $21K | Sell |
250
-14
| -5% | -$1.18K | 0.01% | 194 |
|
|
2017
Q4 | $22K | Buy |
+264
| New | +$22K | 0.01% | 133 |
|