Towercrest Capital Management’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 | $1.3M | Buy |
15,711
+207
| +1% | +$17.2K | 0.23% | 42 |
|
|
2025
Q1 | $1.28M | Sell |
15,504
-4,708
| -23% | -$389K | 0.24% | 42 |
|
|
2024
Q4 | $1.66M | Buy |
20,212
+733
| +4% | +$60.1K | 0.27% | 44 |
|
|
2024
Q3 | $1.62M | Sell |
19,479
-705
| -3% | -$58.6K | 0.26% | 46 |
|
|
2024
Q2 | $1.65M | Buy |
20,184
+1,440
| +8% | +$118K | 0.27% | 46 |
|
|
2024
Q1 | $1.53M | Sell |
18,744
-12,728
| -40% | -$1.04M | 0.26% | 46 |
|
|
2023
Q4 | $2.58M | Buy |
31,472
+1,892
| +6% | +$155K | 0.46% | 37 |
|
|
2023
Q3 | $2.4M | Buy |
29,580
+1,058
| +4% | +$85.7K | 0.47% | 37 |
|
|
2023
Q2 | $2.31M | Sell |
28,522
-5,872
| -17% | -$476K | 0.43% | 38 |
|
|
2023
Q1 | $2.83M | Buy |
34,394
+3,338
| +11% | +$274K | 0.59% | 34 |
|
|
2022
Q4 | $2.52M | Sell |
31,056
-539
| -2% | -$43.8K | 0.56% | 36 |
|
|
2022
Q3 | $2.57M | Buy |
31,595
+19,329
| +158% | +$1.57M | 0.6% | 35 |
|
|
2022
Q2 | $1.02M | Sell |
12,266
-255
| -2% | -$21.1K | 0.23% | 49 |
|
|
2022
Q1 | $1.04M | Buy |
12,521
+1,004
| +9% | +$83.7K | 0.2% | 50 |
|
|
2021
Q4 | $985K | Buy |
11,517
+39
| +0.3% | +$3.34K | 0.18% | 49 |
|
|
2021
Q3 | $989K | Buy |
11,478
+943
| +9% | +$81.3K | 0.19% | 50 |
|
|
2021
Q2 | $908K | Buy |
10,535
+1,250
| +13% | +$108K | 0.18% | 47 |
|
|
2021
Q1 | $801K | Sell |
9,285
-13,919
| -60% | -$1.2M | 0.17% | 46 |
|
|
2020
Q4 | $2M | Buy |
23,204
+1,556
| +7% | +$134K | 0.45% | 37 |
|
|
2020
Q3 | $1.87M | Buy |
21,648
+1,601
| +8% | +$139K | 0.46% | 36 |
|
|
2020
Q2 | $1.74M | Buy |
20,047
+12,047
| +151% | +$1.04M | 0.45% | 37 |
|
|
2020
Q1 | $693K | Buy |
8,000
+700
| +10% | +$60.6K | 0.21% | 50 |
|
|
2019
Q4 | $618K | Buy |
7,300
+131
| +2% | +$11.1K | 0.16% | 52 |
|
|
2019
Q3 | $608K | Buy |
7,169
+202
| +3% | +$17.1K | 0.17% | 50 |
|
|
2019
Q2 | $590K | Sell |
6,967
-494
| -7% | -$41.8K | 0.17% | 50 |
|
|
2019
Q1 | $627K | Sell |
7,461
-588
| -7% | -$49.4K | 0.18% | 47 |
|
|
2018
Q4 | $673K | Buy |
8,049
+807
| +11% | +$67.5K | 0.22% | 46 |
|
|
2018
Q3 | $602K | Buy |
7,242
+230
| +3% | +$19.1K | 0.18% | 50 |
|
|
2018
Q2 | $585K | Sell |
7,012
-64
| -0.9% | -$5.34K | 0.18% | 57 |
|
|
2018
Q1 | $591K | Buy |
7,076
+556
| +9% | +$46.4K | 0.41% | 25 |
|
|
2017
Q4 | $547K | Buy |
6,520
+248
| +4% | +$20.8K | 0.4% | 21 |
|
|
2017
Q3 | $530K | Buy |
6,272
+105
| +2% | +$8.87K | 0.41% | 22 |
|
|
2017
Q2 | $521K | Sell |
6,167
-406
| -6% | -$34.3K | 0.41% | 22 |
|
|
2017
Q1 | $556K | Sell |
6,573
-18,665
| -74% | -$1.58M | 0.46% | 23 |
|
|
2016
Q4 | $2.13M | Buy |
25,238
+12,741
| +102% | +$1.08M | 1.86% | 17 |
|
|
2016
Q3 | $1.06M | Buy |
12,497
+6,700
| +116% | +$570K | 0.95% | 20 |
|
|
2016
Q2 | $495K | Sell |
5,797
-8,874
| -60% | -$758K | 0.48% | 20 |
|
|
2016
Q1 | $1.25M | Buy |
14,671
+4,868
| +50% | +$414K | 1.32% | 18 |
|
|
2015
Q4 | $827K | Sell |
9,803
-31,193
| -76% | -$2.63M | 0.89% | 19 |
|
|
2015
Q3 | $3.48M | Buy |
40,996
+30,820
| +303% | +$2.62M | 3.84% | 12 |
|
|
2015
Q2 | $864K | Buy |
+10,176
| New | +$864K | 0.91% | 19 |
|