Sowell Financial Services’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 | $1.23M | Buy |
14,864
+355
| +2% | +$29.4K | 0.05% | 360 |
|
|
2025
Q1 | $1.2M | Sell |
14,509
-801
| -5% | -$66.3K | 0.05% | 341 |
|
|
2024
Q4 | $1.26M | Buy |
15,310
+742
| +5% | +$60.8K | 0.07% | 280 |
|
|
2024
Q3 | $1.21M | Buy |
+14,568
| New | +$1.21M | 0.06% | 314 |
|
|
2023
Q4 | – | Sell |
-10,628
| Closed | -$861K | – | 572 |
|
|
2023
Q3 | $861K | Sell |
10,628
-46,965
| -82% | -$3.8M | 0.05% | 326 |
|
|
2023
Q2 | $4.67M | Buy |
+57,593
| New | +$4.67M | 0.26% | 96 |
|
|
2023
Q1 | – | Sell |
-85,509
| Closed | -$6.94M | – | 824 |
|
|
2022
Q4 | $6.94M | Sell |
85,509
-4,543
| -5% | -$369K | 0.45% | 45 |
|
|
2022
Q3 | $7.31M | Buy |
+90,052
| New | +$7.31M | 0.74% | 20 |
|
|
2022
Q1 | – | Sell |
-183,950
| Closed | -$15.7M | – | 448 |
|
|
2021
Q4 | $15.7M | Sell |
183,950
-87,335
| -32% | -$7.47M | 0.9% | 16 |
|
|
2021
Q3 | $23.4M | Buy |
271,285
+219,871
| +428% | +$18.9M | 1.58% | 8 |
|
|
2021
Q2 | $4.43M | Sell |
51,414
-57,336
| -53% | -$4.94M | 0.29% | 91 |
|
|
2021
Q1 | $9.38M | Buy |
108,750
+86,019
| +378% | +$7.42M | 0.33% | 67 |
|
|
2020
Q4 | $1.96M | Sell |
22,731
-52,031
| -70% | -$4.5M | 0.08% | 208 |
|
|
2020
Q3 | $6.47M | Buy |
74,762
+9,773
| +15% | +$846K | 0.32% | 70 |
|
|
2020
Q2 | $5.63M | Sell |
64,989
-35,951
| -36% | -$3.11M | 0.31% | 76 |
|
|
2020
Q1 | $8.75M | Buy |
100,940
+96,636
| +2,245% | +$8.37M | 0.65% | 27 |
|
|
2019
Q4 | $364K | Sell |
4,304
-2,660
| -38% | -$225K | 0.03% | 540 |
|
|
2019
Q3 | $591K | Buy |
+6,964
| New | +$591K | 0.05% | 363 |
|
|
2019
Q1 | $802K | Sell |
9,532
-10,717
| -53% | -$902K | 0.09% | 239 |
|
|
2018
Q4 | $1.69M | Buy |
+20,249
| New | +$1.69M | 0.24% | 90 |
|
|
2018
Q3 | – | Sell |
-38,428
| Closed | -$3.2M | – | 439 |
|
|
2018
Q2 | $3.2M | Buy |
38,428
+17,662
| +85% | +$1.47M | 0.68% | 37 |
|
|
2018
Q1 | $1.73M | Buy |
+20,766
| New | +$1.73M | 0.43% | 59 |
|
|
2017
Q4 | – | Sell |
-7,883
| Closed | -$664K | – | 273 |
|
|
2017
Q3 | $664K | Sell |
7,883
-2,021
| -20% | -$170K | 0.17% | 114 |
|
|
2017
Q2 | $837K | Buy |
9,904
+1,039
| +12% | +$87.8K | 0.24% | 92 |
|
|
2017
Q1 | $750K | Sell |
8,865
-7,297
| -45% | -$617K | 0.22% | 102 |
|
|
2016
Q4 | $1.36M | Buy |
+16,162
| New | +$1.36M | 0.46% | 62 |
|