Ameliora 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 | $143K | Sell |
1,730
-3,450
| -67% | -$286K | 0.05% | 117 |
|
|
2025
Q1 | $429K | Sell |
5,180
-477
| -8% | -$39.5K | 0.16% | 64 |
|
|
2024
Q4 | $464K | Hold |
5,657
| – | – | 0.17% | 66 |
|
|
2024
Q3 | $470K | Sell |
5,657
-68,491
| -92% | -$5.7M | 0.2% | 55 |
|
|
2024
Q2 | $6.05M | Buy |
74,148
+10,836
| +17% | +$885K | 2.75% | 11 |
|
|
2024
Q1 | $5.18M | Buy |
63,312
+404
| +0.6% | +$33K | 2.35% | 12 |
|
|
2023
Q4 | $5.16M | Buy |
62,908
+202
| +0.3% | +$16.6K | 2.56% | 12 |
|
|
2023
Q3 | $5.08M | Buy |
62,706
+11,212
| +22% | +$908K | 3.01% | 9 |
|
|
2023
Q2 | $4.18M | Buy |
51,494
+13,530
| +36% | +$1.1M | 2.58% | 9 |
|
|
2023
Q1 | $3.12M | Buy |
37,964
+3,304
| +10% | +$271K | 1.82% | 14 |
|
|
2022
Q4 | $2.81M | Buy |
34,660
+2,204
| +7% | +$179K | 1.5% | 23 |
|
|
2022
Q3 | $2.63M | Buy |
+32,456
| New | +$2.63M | 1.43% | 22 |
|