Able Wealth Management’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 | $261K | Sell |
3,147
-704
| -18% | -$58.3K | 0.13% | 91 |
|
|
2025
Q1 | $319K | Sell |
3,851
-64
| -2% | -$5.3K | 0.19% | 77 |
|
|
2024
Q4 | $321K | Sell |
3,915
-202
| -5% | -$16.6K | 0.21% | 70 |
|
|
2024
Q3 | $342K | Buy |
4,117
+27
| +0.7% | +$2.25K | 0.26% | 62 |
|
|
2024
Q2 | $334K | Sell |
4,090
-534
| -12% | -$43.6K | 0.27% | 57 |
|
|
2024
Q1 | $378K | Buy |
4,624
+23
| +0.5% | +$1.88K | 0.33% | 50 |
|
|
2023
Q4 | $377K | Buy |
+4,601
| New | +$377K | 0.34% | 49 |
|