Ownership history in INSIGHT 2811, INC. · 81 quarters on record
This page tracks every 13F SEC filing in which INSIGHT 2811, INC. reported a position in ISHARES 1-3 YEAR TREASURY BOND ETF (SHY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 208,353 | -4,349 | -2.0% | 7.61% | $17.3M | $82.35 |
| 2025 Q3 | ADDED | 212,702 | +349 | +0.2% | 7.86% | $17.6M | $81.48 |
| 2025 Q2 | ADDED | 212,353 | +4,966 | +2.4% | 8.33% | $17.6M | $80.60 |
| 2025 Q1 | REDUCED | 207,387 | -10,436 | -4.8% | 8.70% | $17.2M | $79.69 |
| 2024 Q4 | REDUCED | 217,823 | -76,065 | -25.9% | 9.19% | $17.9M | $78.46 |
| 2024 Q3 | REDUCED | 293,888 | -169,265 | -36.5% | 12.17% | $24.4M | $78.53 |
| 2024 Q2 | REDUCED | 463,153 | -16,487 | -3.4% | 19.64% | $37.8M | $76.34 |
| 2024 Q1 | ADDED | 479,640 | +3,539 | +0.7% | 20.14% | $39.2M | $75.71 |
| 2023 Q4 | REDUCED | 476,101 | -19,171 | -3.9% | 21.29% | $39.1M | $75.51 |
| 2023 Q3 | ADDED | 495,272 | +60,184 | +13.8% | 22.77% | $40.1M | $73.66 |
As of 2025 Q4 — sorted by position size