Angeles 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 | $5.5M | Buy |
66,354
+61
| +0.1% | +$5.05K | 0.38% | 30 |
|
|
2025
Q1 | $5.48M | Buy |
66,293
+9,133
| +16% | +$756K | 0.46% | 28 |
|
|
2024
Q4 | $4.69M | Buy |
57,160
+10,221
| +22% | +$838K | 0.39% | 31 |
|
|
2024
Q3 | $3.9M | Sell |
46,939
-138,417
| -75% | -$11.5M | 0.34% | 33 |
|
|
2024
Q2 | $15.1M | Buy |
185,356
+13,089
| +8% | +$1.07M | 1.42% | 18 |
|
|
2024
Q1 | $14.1M | Buy |
172,267
+23,522
| +16% | +$1.92M | 1.41% | 19 |
|
|
2023
Q4 | $12.2M | Buy |
148,745
+2,230
| +2% | +$183K | 1.49% | 17 |
|
|
2023
Q3 | $11.9M | Sell |
146,515
-1,815
| -1% | -$147K | 1.68% | 17 |
|
|
2023
Q2 | $12M | Buy |
148,330
+5,811
| +4% | +$471K | 1.64% | 17 |
|
|
2023
Q1 | $11.7M | Buy |
142,519
+8,439
| +6% | +$693K | 1.74% | 18 |
|
|
2022
Q4 | $10.9M | Buy |
134,080
+59,380
| +79% | +$4.82M | 1.9% | 18 |
|
|
2022
Q3 | $6.07M | Sell |
74,700
-7,240
| -9% | -$588K | 1.2% | 18 |
|
|
2022
Q2 | $6.78M | Buy |
+81,940
| New | +$6.78M | 1.36% | 18 |
|