SS
Sunbelt Securities’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Buy |
4,216
+178
| +4% | +$14.6K | 0.03% | 441 |
|
|
2025
Q1 | $334K | Sell |
4,038
-178
| -4% | -$14.7K | 0.03% | 426 |
|
|
2024
Q4 | $345K | Sell |
4,216
-617
| -13% | -$50.6K | 0.03% | 442 |
|
|
2024
Q3 | $402K | Sell |
4,833
-609
| -11% | -$50.6K | 0.04% | 408 |
|
|
2024
Q2 | $444K | Sell |
5,442
-571
| -9% | -$46.6K | 0.05% | 362 |
|
|
2024
Q1 | $492K | Buy |
6,013
+182
| +3% | +$14.9K | 0.05% | 327 |
|
|
2023
Q4 | $478K | Buy |
5,831
+3,050
| +110% | +$250K | 0.06% | 318 |
|
|
2023
Q3 | $225K | Sell |
2,781
-3,853
| -58% | -$312K | 0.03% | 456 |
|
|
2023
Q2 | $538K | Buy |
6,634
+17
| +0.3% | +$1.38K | 0.08% | 268 |
|
|
2023
Q1 | $543K | Sell |
6,617
-2,347
| -26% | -$193K | 0.09% | 248 |
|
|
2022
Q4 | $728K | Sell |
8,964
-2,795
| -24% | -$227K | 0.14% | 174 |
|
|
2022
Q3 | $955K | Sell |
11,759
-126
| -1% | -$10.2K | 0.2% | 132 |
|
|
2022
Q2 | $984K | Sell |
11,885
-19,684
| -62% | -$1.63M | 0.21% | 123 |
|
|
2022
Q1 | $2.63M | Buy |
31,569
+17,227
| +120% | +$1.44M | 0.48% | 48 |
|
|
2021
Q4 | $1.21M | Buy |
14,342
+7,952
| +124% | +$673K | 0.2% | 125 |
|
|
2021
Q3 | $551K | Hold |
6,390
| – | – | 0.1% | 239 |
|
|
2021
Q2 | $551K | Sell |
6,390
-4,092
| -39% | -$353K | 0.1% | 239 |
|
|
2021
Q1 | $904K | Sell |
10,482
-411
| -4% | -$35.4K | 0.18% | 146 |
|
|
2020
Q4 | $941K | Sell |
10,893
-10,616
| -49% | -$917K | 0.19% | 132 |
|
|
2020
Q3 | $1.86M | Buy |
21,509
+2,662
| +14% | +$230K | 0.52% | 51 |
|
|
2020
Q2 | $1.63M | Sell |
18,847
-23,542
| -56% | -$2.04M | 0.56% | 47 |
|
|
2020
Q1 | $3.63M | Buy |
42,389
+37,733
| +810% | +$3.23M | 0.16% | 72 |
|
|
2019
Q4 | $346K | Buy |
4,656
+563
| +14% | +$41.8K | 0.04% | 411 |
|
|
2019
Q3 | $347K | Sell |
4,093
-2,782
| -40% | -$236K | 0.04% | 386 |
|
|
2019
Q2 | $583K | Buy |
6,875
+4,299
| +167% | +$365K | 0.25% | 115 |
|
|
2019
Q1 | $217K | Buy |
+2,576
| New | +$217K | 0.11% | 217 |
|