Stephens Group Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $559K | Hold |
|
|||||
|
2025
Q2 | $559K | Buy |
|
|||||
|
2025
Q1 | $290K | Sell |
|
|||||
|
2024
Q4 | $787K | Buy |
|
|||||
|
2024
Q3 | $292K | Sell |
|
|||||
|
2024
Q2 | $312K | Buy |
|
|||||
|
2024
Q1 | $292K | Hold |
|
|||||
|
2023
Q4 | $293K | Sell |
|
|||||
|
2023
Q3 | $338K | Hold |
|
|||||
|
2023
Q2 | $339K | Buy |
|
|||||
|
2023
Q1 | $302K | Buy |
|
|||||
|
2022
Q4 | $298K | Buy |
|
|||||
|
2022
Q3 | $249K | Hold |
|
|||||
|
2022
Q2 | $255K | Sell |
|
|||||
|
2022
Q1 | $281K | Hold |
|
|||||
|
2021
Q4 | $288K | Hold |
|
|||||
|
2021
Q3 | $290K | Hold |
|
|||||
|
2021
Q2 | $291K | Hold |
|
|||||
|
2021
Q1 | $291K | Hold |
|
|||||
|
2020
Q4 | $291K | Sell |
|
|||||
|
2020
Q3 | $327K | Hold |
|
|||||
|
2020
Q2 | $327K | Sell |
|
|||||
|
2020
Q1 | $589K | Sell |
|
|||||
|
2019
Q4 | $619K | Sell |
|
|||||
|
2019
Q3 | $696K | Buy |
|
|||||
|
2019
Q2 | $518K | Buy |
|
|||||
|
2019
Q1 | $513K | Sell |
|
|||||
|
2018
Q4 | $585K | Buy |
|
|||||
|
2018
Q3 | $479K | Buy |
|
|||||
|
2018
Q2 | $430K | Buy |
|
|||||
|
2018
Q1 | $369K | Buy |
|
|||||
|
2017
Q4 | $314K | Buy |
|