Wealthspire Advisors (New York)’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 | $3.08M | Sell |
37,156
-484
| -1% | -$40.1K | 0.02% | 220 |
|
|
2025
Q1 | $3.11M | Buy |
37,640
+25,922
| +221% | +$2.14M | 0.02% | 205 |
|
|
2024
Q4 | $961K | Buy |
11,718
+2,049
| +21% | +$168K | 0.01% | 379 |
|
|
2024
Q3 | $804K | Buy |
9,669
+1,126
| +13% | +$93.6K | 0.01% | 407 |
|
|
2024
Q2 | $698K | Sell |
8,543
-12,492
| -59% | -$1.02M | 0.01% | 370 |
|
|
2024
Q1 | $1.72M | Sell |
21,035
-2,704
| -11% | -$221K | 0.02% | 226 |
|
|
2023
Q4 | $1.95M | Sell |
23,739
-22,959
| -49% | -$1.88M | 0.03% | 200 |
|
|
2023
Q3 | $3.78M | Sell |
46,698
-9,694
| -17% | -$785K | 0.06% | 120 |
|
|
2023
Q2 | $4.57M | Sell |
56,392
-5,488
| -9% | -$445K | 0.07% | 101 |
|
|
2023
Q1 | $5.08M | Sell |
61,880
-6,318
| -9% | -$519K | 0.09% | 97 |
|
|
2022
Q4 | $5.54M | Sell |
68,198
-1,567
| -2% | -$127K | 0.1% | 90 |
|
|
2022
Q3 | $5.67M | Sell |
69,765
-13,597
| -16% | -$1.1M | 0.12% | 85 |
|
|
2022
Q2 | $6.9M | Sell |
83,362
-15,962
| -16% | -$1.32M | 0.14% | 74 |
|
|
2022
Q1 | $8.28M | Buy |
99,324
+15,953
| +19% | +$1.33M | 0.19% | 52 |
|
|
2021
Q4 | $7.13M | Buy |
83,371
+9,741
| +13% | +$833K | 0.16% | 66 |
|
|
2021
Q3 | $6.34M | Buy |
73,630
+4,904
| +7% | +$422K | 0.13% | 81 |
|
|
2021
Q2 | $5.92M | Buy |
68,726
+35,085
| +104% | +$3.02M | 0.16% | 63 |
|
|
2021
Q1 | $2.9M | Sell |
33,641
-663
| -2% | -$57.2K | 0.07% | 132 |
|
|
2020
Q4 | $2.96M | Sell |
34,304
-8,282
| -19% | -$715K | 0.09% | 101 |
|
|
2020
Q3 | $3.68M | Buy |
42,586
+5,725
| +16% | +$495K | 0.22% | 55 |
|
|
2020
Q2 | $3.19M | Sell |
36,861
-3,306
| -8% | -$286K | 0.22% | 51 |
|
|
2020
Q1 | $3.48M | Buy |
40,167
+2,048
| +5% | +$177K | 0.15% | 81 |
|
|
2019
Q4 | $3.23M | Sell |
38,119
-2,204
| -5% | -$187K | 0.23% | 30 |
|
|
2019
Q3 | $3.42M | Sell |
40,323
-678
| -2% | -$57.5K | 0.28% | 24 |
|
|
2019
Q2 | $3.48M | Buy |
41,001
+5,775
| +16% | +$490K | 0.3% | 21 |
|
|
2019
Q1 | $2.96M | Sell |
35,226
-1,415
| -4% | -$119K | 0.27% | 18 |
|
|
2018
Q4 | $3.06M | Buy |
+36,641
| New | +$3.06M | 0.3% | 19 |
|