Trivium Point Advisory’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 | – | Sell |
-2,991
| Closed | -$247K | – | 359 |
|
|
2025
Q1 | $247K | Sell |
2,991
-950
| -24% | -$78.6K | 0.03% | 304 |
|
|
2024
Q4 | $323K | Buy |
3,941
+1,027
| +35% | +$84.2K | 0.04% | 282 |
|
|
2024
Q3 | $239K | Sell |
2,914
-96
| -3% | -$7.88K | 0.03% | 305 |
|
|
2024
Q2 | $246K | Buy |
+3,010
| New | +$246K | 0.04% | 273 |
|
|
2020
Q3 | – | Sell |
-3,346
| Closed | -$290K | – | 170 |
|
|
2020
Q2 | $290K | Buy |
+3,346
| New | +$290K | 0.11% | 137 |
|
|
2020
Q1 | – | Sell |
-3,873
| Closed | -$328K | – | 172 |
|
|
2019
Q4 | $328K | Buy |
+3,873
| New | +$328K | 0.13% | 131 |
|