YIA
YHB Investment Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
21,370
+1,800
| +9% | +$90.3K | 0.08% | 156 |
|
|
2025
Q1 | $981K | Buy |
19,570
+1,410
| +8% | +$70.7K | 0.08% | 152 |
|
|
2024
Q4 | $910K | Buy |
18,160
+1,320
| +8% | +$66.1K | 0.07% | 154 |
|
|
2024
Q3 | $845K | Buy |
16,840
+940
| +6% | +$47.2K | 0.07% | 159 |
|
|
2024
Q2 | $793K | Buy |
15,900
+2,260
| +17% | +$113K | 0.07% | 161 |
|
|
2024
Q1 | $681K | Buy |
13,640
+1,040
| +8% | +$51.9K | 0.06% | 173 |
|
|
2023
Q4 | $628K | Sell |
12,600
-1,100
| -8% | -$54.9K | 0.06% | 171 |
|
|
2023
Q3 | $681K | Sell |
13,700
-1,120
| -8% | -$55.7K | 0.06% | 161 |
|
|
2023
Q2 | $736K | Buy |
14,820
+670
| +5% | +$33.3K | 0.07% | 162 |
|
|
2023
Q1 | $702K | Sell |
14,150
-1,200
| -8% | -$59.5K | 0.07% | 165 |
|
|
2022
Q4 | $759K | Sell |
15,350
-735
| -5% | -$36.4K | 0.08% | 158 |
|
|
2022
Q3 | $794K | Sell |
16,085
-3,520
| -18% | -$174K | 0.09% | 157 |
|
|
2022
Q2 | $971K | Sell |
19,605
-21,395
| -52% | -$1.06M | 0.1% | 150 |
|
|
2022
Q1 | $2.04M | Sell |
41,000
-6,995
| -15% | -$349K | 0.18% | 113 |
|
|
2021
Q4 | $2.41M | Buy |
47,995
+18,285
| +62% | +$920K | 0.19% | 111 |
|
|
2021
Q3 | $1.5M | Sell |
29,710
-23,000
| -44% | -$1.16M | 0.13% | 146 |
|
|
2021
Q2 | $2.66M | Sell |
52,710
-32,430
| -38% | -$1.64M | 0.23% | 108 |
|
|
2021
Q1 | $4.3M | Buy |
85,140
+17,750
| +26% | +$897K | 0.37% | 72 |
|
|
2020
Q4 | $3.41M | Buy |
67,390
+18,270
| +37% | +$924K | 0.32% | 81 |
|
|
2020
Q3 | $2.48M | Buy |
+49,120
| New | +$2.48M | 0.27% | 87 |
|