United Capital Financial Advisors’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 | $22M | Sell |
265,769
-14,167
| -5% | -$1.17M | 0.18% | 109 |
|
|
2025
Q1 | $23.2M | Sell |
279,936
-81,181
| -22% | -$6.72M | 0.2% | 100 |
|
|
2024
Q4 | $29.6M | Sell |
361,117
-2,831
| -0.8% | -$232K | 0.25% | 84 |
|
|
2024
Q3 | $30.3M | Buy |
363,948
+132,206
| +57% | +$11M | 0.25% | 84 |
|
|
2024
Q2 | $18.9M | Sell |
231,742
-17,683
| -7% | -$1.44M | 0.16% | 123 |
|
|
2024
Q1 | $20.4M | Sell |
249,425
-14,455
| -5% | -$1.18M | 0.17% | 121 |
|
|
2023
Q4 | $21.6M | Sell |
263,880
-187,042
| -41% | -$15.3M | 0.18% | 118 |
|
|
2023
Q3 | $36.5M | Sell |
450,922
-45,785
| -9% | -$3.71M | 0.24% | 88 |
|
|
2023
Q2 | $40.3M | Sell |
496,707
-107,353
| -18% | -$8.7M | 0.22% | 89 |
|
|
2023
Q1 | $49.6M | Sell |
604,060
-37,886
| -6% | -$3.11M | 0.28% | 74 |
|
|
2022
Q4 | $52.1M | Buy |
641,946
+174,396
| +37% | +$14.2M | 0.29% | 74 |
|
|
2022
Q3 | $38M | Sell |
467,550
-340,702
| -42% | -$27.7M | 0.22% | 90 |
|
|
2022
Q2 | $66.9M | Buy |
808,252
+110,396
| +16% | +$9.14M | 0.37% | 56 |
|
|
2022
Q1 | $58.2M | Buy |
697,856
+79,895
| +13% | +$6.66M | 0.28% | 71 |
|
|
2021
Q4 | $52.9M | Buy |
617,961
+76,124
| +14% | +$6.51M | 0.24% | 87 |
|
|
2021
Q3 | $46.7M | Buy |
541,837
+37,188
| +7% | +$3.2M | 0.23% | 88 |
|
|
2021
Q2 | $43.5M | Buy |
504,649
+36,276
| +8% | +$3.13M | 0.22% | 95 |
|
|
2021
Q1 | $40.4M | Buy |
468,373
+12,221
| +3% | +$1.05M | 0.22% | 97 |
|
|
2020
Q4 | $39.4M | Buy |
456,152
+28,576
| +7% | +$2.47M | 0.24% | 94 |
|
|
2020
Q3 | $37M | Sell |
427,576
-407,039
| -49% | -$35.2M | 0.24% | 95 |
|
|
2020
Q2 | $72.3M | Sell |
834,615
-1,510,890
| -64% | -$131M | 0.53% | 36 |
|
|
2020
Q1 | $203M | Buy |
2,345,505
+2,042,975
| +675% | +$177M | 1.68% | 11 |
|
|
2019
Q4 | $25.6M | Sell |
302,530
-234,557
| -44% | -$19.9M | 0.17% | 141 |
|
|
2019
Q3 | $45.6M | Sell |
537,087
-1,212,186
| -69% | -$103M | 0.32% | 69 |
|
|
2019
Q2 | $148M | Sell |
1,749,273
-657,832
| -27% | -$55.8M | 0.97% | 13 |
|
|
2019
Q1 | $202M | Sell |
2,407,105
-2,565,980
| -52% | -$216M | 1.42% | 11 |
|
|
2018
Q4 | $416M | Buy |
4,973,085
+3,926,913
| +375% | +$328M | 3.3% | 2 |
|
|
2018
Q3 | $86.9M | Buy |
1,046,172
+754,436
| +259% | +$62.7M | 0.61% | 23 |
|
|
2018
Q2 | $24.3M | Sell |
291,736
-229,803
| -44% | -$19.2M | 0.18% | 126 |
|
|
2018
Q1 | $43.6M | Buy |
521,539
+251,768
| +93% | +$21M | 0.33% | 65 |
|
|
2017
Q4 | $22.6M | Sell |
269,771
-90,921
| -25% | -$7.62M | 0.18% | 130 |
|
|
2017
Q3 | $30.5M | Sell |
360,692
-33,614
| -9% | -$2.84M | 0.26% | 88 |
|
|
2017
Q2 | $33.3M | Sell |
394,306
-136,116
| -26% | -$11.5M | 0.3% | 73 |
|
|
2017
Q1 | $44.8M | Sell |
530,422
-12,427
| -2% | -$1.05M | 0.42% | 48 |
|
|
2016
Q4 | $45.8M | Buy |
542,849
+159,404
| +42% | +$13.5M | 0.45% | 43 |
|
|
2016
Q3 | $32.6M | Sell |
383,445
-217,878
| -36% | -$18.5M | 0.32% | 69 |
|
|
2016
Q2 | $51.1M | Sell |
601,323
-72,031
| -11% | -$6.12M | 0.52% | 29 |
|
|
2016
Q1 | $57.3M | Sell |
673,354
-429,263
| -39% | -$36.5M | 0.63% | 24 |
|
|
2015
Q4 | $93M | Buy |
1,102,617
+1,068,999
| +3,180% | +$90.2M | 1.07% | 12 |
|
|
2015
Q3 | $2.86M | Sell |
33,618
-44,446
| -57% | -$3.78M | 0.03% | 448 |
|
|
2015
Q2 | $6.62M | Buy |
78,064
+15,429
| +25% | +$1.31M | 0.08% | 291 |
|
|
2015
Q1 | $5.32M | Sell |
62,635
-8,476
| -12% | -$719K | 0.07% | 318 |
|
|
2014
Q4 | $6.01M | Sell |
71,111
-62,761
| -47% | -$5.3M | 0.09% | 233 |
|
|
2014
Q3 | $11.3M | Buy |
133,872
+25,278
| +23% | +$2.14M | 0.2% | 131 |
|
|
2014
Q2 | $9.18M | Buy |
108,594
+70,087
| +182% | +$5.93M | 0.17% | 155 |
|
|
2014
Q1 | $3.25M | Sell |
38,507
-94,732
| -71% | -$8M | 0.07% | 278 |
|
|
2013
Q4 | $11.2M | Sell |
133,239
-15,266
| -10% | -$1.29M | 0.38% | 73 |
|
|
2013
Q3 | $12.5M | Buy |
148,505
+140,864
| +1,844% | +$11.9M | 0.4% | 54 |
|
|
2013
Q2 | $644K | Buy |
+7,641
| New | +$644K | 0.02% | 468 |
|