Aries 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 | $3.26M | Buy |
39,397
+5,707
| +17% | +$473K | 0.85% | 31 |
|
|
2025
Q1 | $2.79M | Buy |
33,690
+7,595
| +29% | +$628K | 0.76% | 36 |
|
|
2024
Q4 | $2.14M | Buy |
26,095
+2,592
| +11% | +$212K | 0.59% | 45 |
|
|
2024
Q3 | $1.95M | Buy |
23,503
+11,410
| +94% | +$949K | 0.54% | 48 |
|
|
2024
Q2 | $987K | Sell |
12,093
-40
| -0.3% | -$3.27K | 0.31% | 79 |
|
|
2024
Q1 | $992K | Buy |
12,133
+3,870
| +47% | +$316K | 0.32% | 80 |
|
|
2023
Q4 | $678K | Sell |
8,263
-55
| -0.7% | -$4.51K | 0.24% | 99 |
|
|
2023
Q3 | $673K | Sell |
8,318
-250
| -3% | -$20.2K | 0.26% | 92 |
|
|
2023
Q2 | $695K | Buy |
8,568
+850
| +11% | +$68.9K | 0.27% | 95 |
|
|
2023
Q1 | $634K | Buy |
7,718
+390
| +5% | +$32K | 0.26% | 99 |
|
|
2022
Q4 | $595K | Hold |
7,328
| – | – | 0.26% | 100 |
|
|
2022
Q3 | $594K | Hold |
7,328
| – | – | 0.26% | 91 |
|
|
2022
Q2 | $607K | Buy |
+7,328
| New | +$607K | 0.28% | 87 |
|
|
2022
Q1 | – | Sell |
-7,328
| Closed | -$627K | – | 196 |
|
|
2021
Q4 | $627K | Hold |
7,328
| – | – | 0.24% | 96 |
|
|
2021
Q3 | $631K | Hold |
7,328
| – | – | 0.27% | 87 |
|
|
2021
Q2 | $631K | Buy |
+7,328
| New | +$631K | 0.27% | 89 |
|