ZIM
Zacks Investment Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.3M | Buy |
366,227
+3,050
| +0.8% | +$253K | 0.26% | 104 |
|
|
2025
Q1 | $30M | Buy |
363,177
+17,407
| +5% | +$1.44M | 0.28% | 99 |
|
|
2024
Q4 | $28.3M | Sell |
345,770
-13,367
| -4% | -$1.1M | 0.26% | 101 |
|
|
2024
Q3 | $29.9M | Buy |
359,137
+9,784
| +3% | +$814K | 0.26% | 102 |
|
|
2024
Q2 | $28.5M | Sell |
349,353
-150
| -0% | -$12.2K | 0.32% | 75 |
|
|
2024
Q1 | $28.6M | Buy |
349,503
+69,340
| +25% | +$5.67M | 0.3% | 88 |
|
|
2023
Q4 | $23M | Sell |
280,163
-88,739
| -24% | -$7.28M | 0.28% | 96 |
|
|
2023
Q3 | $29.9M | Sell |
368,902
-24,191
| -6% | -$1.96M | 0.39% | 68 |
|
|
2023
Q2 | $31.9M | Sell |
393,093
-3,998
| -1% | -$324K | 0.4% | 73 |
|
|
2023
Q1 | $32.6M | Buy |
397,091
+22,195
| +6% | +$1.82M | 0.44% | 68 |
|
|
2022
Q4 | $30.4M | Sell |
374,896
-59,815
| -14% | -$4.86M | 0.42% | 68 |
|
|
2022
Q3 | $35.3M | Sell |
434,711
-16,927
| -4% | -$1.37M | 0.56% | 55 |
|
|
2022
Q2 | $37.4M | Sell |
451,638
-36,282
| -7% | -$3M | 0.57% | 58 |
|
|
2022
Q1 | $40.7M | Buy |
487,920
+68,938
| +16% | +$5.75M | 0.56% | 56 |
|
|
2021
Q4 | $35.8M | Buy |
418,982
+15,681
| +4% | +$1.34M | 0.5% | 61 |
|
|
2021
Q3 | $34.7M | Buy |
403,301
+33,859
| +9% | +$2.92M | 0.55% | 57 |
|
|
2021
Q2 | $31.8M | Buy |
369,442
+23,054
| +7% | +$1.99M | 0.52% | 62 |
|
|
2021
Q1 | $29.9M | Buy |
346,388
+29,149
| +9% | +$2.51M | 0.53% | 64 |
|
|
2020
Q4 | $27.4M | Buy |
317,239
+2,679
| +0.9% | +$231K | 0.51% | 67 |
|
|
2020
Q3 | $27.2M | Buy |
314,560
+90,534
| +40% | +$7.83M | 0.55% | 60 |
|
|
2020
Q2 | $19.4M | Sell |
224,026
-62,644
| -22% | -$5.43M | 0.43% | 71 |
|
|
2020
Q1 | $24.8M | Buy |
286,670
+2,004
| +0.7% | +$174K | 0.61% | 54 |
|
|
2019
Q4 | $24.1M | Buy |
284,666
+9,319
| +3% | +$789K | 0.45% | 65 |
|
|
2019
Q3 | $23.4M | Buy |
275,347
+4,974
| +2% | +$422K | 0.47% | 61 |
|
|
2019
Q2 | $22.9M | Buy |
270,373
+16,327
| +6% | +$1.38M | 0.47% | 59 |
|
|
2019
Q1 | $21.4M | Buy |
254,046
+44,355
| +21% | +$3.73M | 0.46% | 63 |
|
|
2018
Q4 | $17.5M | Sell |
209,691
-31,810
| -13% | -$2.66M | 0.42% | 67 |
|
|
2018
Q3 | $20.1M | Sell |
241,501
-18,712
| -7% | -$1.55M | 0.42% | 73 |
|
|
2018
Q2 | $21.7M | Buy |
260,213
+5,408
| +2% | +$451K | 0.47% | 66 |
|
|
2018
Q1 | $21.3M | Buy |
254,805
+41,070
| +19% | +$3.43M | 0.47% | 67 |
|
|
2017
Q4 | $17.9M | Sell |
213,735
-17,311
| -7% | -$1.45M | 0.39% | 71 |
|
|
2017
Q3 | $19.5M | Buy |
231,046
+4,561
| +2% | +$385K | 0.46% | 66 |
|
|
2017
Q2 | $19.1M | Buy |
226,485
+11,419
| +5% | +$965K | 0.47% | 65 |
|
|
2017
Q1 | $18.2M | Buy |
215,066
+59,993
| +39% | +$5.07M | 0.46% | 68 |
|
|
2016
Q4 | $13.1M | Sell |
155,073
-56,596
| -27% | -$4.78M | 0.38% | 75 |
|
|
2016
Q3 | $18M | Buy |
211,669
+514
| +0.2% | +$43.7K | 0.51% | 64 |
|
|
2016
Q2 | $18M | Buy |
211,155
+4,672
| +2% | +$399K | 0.55% | 54 |
|
|
2016
Q1 | $17.6M | Buy |
206,483
+33,890
| +20% | +$2.88M | 0.56% | 54 |
|
|
2015
Q4 | $14.6M | Sell |
172,593
-22,079
| -11% | -$1.86M | 0.48% | 63 |
|
|
2015
Q3 | $16.5M | Buy |
194,672
+1,890
| +1% | +$161K | 0.58% | 56 |
|
|
2015
Q2 | $16.4M | Buy |
192,782
+706
| +0.4% | +$59.9K | 0.52% | 67 |
|
|
2015
Q1 | $16.3M | Buy |
192,076
+20,127
| +12% | +$1.71M | 0.52% | 67 |
|
|
2014
Q4 | $14.5M | Sell |
171,949
-11,723
| -6% | -$990K | 0.47% | 74 |
|
|
2014
Q3 | $15.5M | Buy |
183,672
+8,578
| +5% | +$725K | 0.54% | 65 |
|
|
2014
Q2 | $14.8M | Buy |
175,094
+3,702
| +2% | +$313K | 0.53% | 59 |
|
|
2014
Q1 | $14.5M | Buy |
171,392
+4,171
| +2% | +$352K | 0.54% | 61 |
|
|
2013
Q4 | $14.1M | Buy |
167,221
+5,247
| +3% | +$443K | 0.56% | 57 |
|
|
2013
Q3 | $13.7M | Buy |
161,974
+18,465
| +13% | +$1.56M | 0.59% | 52 |
|
|
2013
Q2 | $12.1M | Buy |
+143,509
| New | +$12.1M | 0.56% | 56 |
|