Vestmark Advisory Solutions’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 | $377K | Buy |
+4,549
| New | +$377K | 0.01% | 669 |
|
2023
Q3 | – | Sell |
-20,417
| Closed | -$1.66M | – | 798 |
|
2023
Q2 | $1.66M | Sell |
20,417
-7,613
| -27% | -$617K | 0.06% | 345 |
|
2023
Q1 | $2.3M | Sell |
28,030
-3,553
| -11% | -$292K | 0.1% | 274 |
|
2022
Q4 | $2.56M | Buy |
31,583
+3,739
| +13% | +$303K | 0.12% | 234 |
|
2022
Q3 | $2.26M | Buy |
27,844
+17,219
| +162% | +$1.4M | 0.13% | 231 |
|
2022
Q2 | $880K | Buy |
+10,625
| New | +$880K | 0.05% | 399 |
|
2021
Q2 | – | Sell |
-3,796
| Closed | -$327K | – | 805 |
|
2021
Q1 | $327K | Buy |
3,796
+597
| +19% | +$51.4K | 0.03% | 573 |
|
2020
Q4 | $276K | Sell |
3,199
-3,202
| -50% | -$276K | 0.03% | 495 |
|
2020
Q3 | $554K | Buy |
+6,401
| New | +$554K | 0.07% | 304 |
|
2019
Q2 | – | Sell |
-2,658
| Closed | -$224K | – | 564 |
|
2019
Q1 | $224K | Buy |
+2,658
| New | +$224K | 0.04% | 470 |
|