Alliance Wealth Management Group’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 | $462K | Buy |
5,575
+45
| +0.8% | +$3.73K | 0.12% | 62 |
|
|
2025
Q1 | $457K | Buy |
5,530
+163
| +3% | +$13.5K | 0.12% | 61 |
|
|
2024
Q4 | $440K | Buy |
5,367
+341
| +7% | +$28K | 0.12% | 62 |
|
|
2024
Q3 | $418K | Buy |
5,026
+420
| +9% | +$34.9K | 0.11% | 61 |
|
|
2024
Q2 | $376K | Buy |
4,606
+633
| +16% | +$51.7K | 0.11% | 62 |
|
|
2024
Q1 | $325K | Sell |
3,973
-2,936
| -42% | -$240K | 0.1% | 66 |
|
|
2023
Q4 | $567K | Buy |
+6,909
| New | +$567K | 0.18% | 50 |
|
|
2023
Q2 | $465K | Sell |
5,740
-2,024
| -26% | -$164K | 0.15% | 52 |
|
|
2023
Q1 | $638K | Buy |
7,764
+1,497
| +24% | +$123K | 0.22% | 46 |
|
|
2022
Q4 | $509K | Buy |
6,267
+285
| +5% | +$23.1K | 0.19% | 50 |
|
|
2022
Q3 | $486K | Buy |
+5,982
| New | +$486K | 0.19% | 48 |
|