United Capital Financial Advisors’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 | $21.1M | Sell |
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2025
Q2 | $22M | Sell |
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2025
Q1 | $23.2M | Sell |
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|
2024
Q4 | $29.6M | Sell |
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|
2024
Q3 | $30.3M | Buy |
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|
2024
Q2 | $18.9M | Sell |
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|
2024
Q1 | $20.4M | Sell |
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|
2023
Q4 | $21.6M | Sell |
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|
2023
Q3 | $36.5M | Sell |
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|
2023
Q2 | $40.3M | Sell |
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|
2023
Q1 | $49.6M | Sell |
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|
2022
Q4 | $52.1M | Buy |
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|
2022
Q3 | $38M | Sell |
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|
2022
Q2 | $66.9M | Buy |
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|
2022
Q1 | $58.2M | Buy |
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|
2021
Q4 | $52.9M | Buy |
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|
2021
Q3 | $46.7M | Buy |
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|
2021
Q2 | $43.5M | Buy |
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|
2021
Q1 | $40.4M | Buy |
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|
2020
Q4 | $39.4M | Buy |
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|
2020
Q3 | $37M | Sell |
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|
2020
Q2 | $72.3M | Sell |
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|
2020
Q1 | $203M | Buy |
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|
2019
Q4 | $25.6M | Sell |
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|
2019
Q3 | $45.6M | Sell |
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|
2019
Q2 | $148M | Sell |
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|
2019
Q1 | $202M | Sell |
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|
2018
Q4 | $416M | Buy |
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|
2018
Q3 | $86.9M | Buy |
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|
2018
Q2 | $24.3M | Sell |
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|
2018
Q1 | $43.6M | Buy |
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|
2017
Q4 | $22.6M | Sell |
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|
2017
Q3 | $30.5M | Sell |
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|
2017
Q2 | $33.3M | Sell |
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|
2017
Q1 | $44.8M | Sell |
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|
2016
Q4 | $45.8M | Buy |
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|
2016
Q3 | $32.6M | Sell |
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|
2016
Q2 | $51.1M | Sell |
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|
2016
Q1 | $57.3M | Sell |
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|
2015
Q4 | $93M | Buy |
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|
2015
Q3 | $2.86M | Sell |
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|
2015
Q2 | $6.62M | Buy |
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|
2015
Q1 | $5.32M | Sell |
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|
2014
Q4 | $6M | Sell |
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|
2014
Q3 | $11.3M | Buy |
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|
2014
Q2 | $9.18M | Buy |
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|
2014
Q1 | $3.25M | Sell |
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|
2013
Q4 | $11.2M | Sell |
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|
2013
Q3 | $12.5M | Buy |
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|
2013
Q2 | $644K | Buy |
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