Avaii 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 | $330K | Sell |
3,977
-931
| -19% | -$77.2K | 0.15% | 90 |
|
|
2025
Q1 | $406K | Sell |
4,908
-303
| -6% | -$25.1K | 0.22% | 65 |
|
|
2024
Q4 | $427K | Buy |
5,211
+202
| +4% | +$16.6K | 0.21% | 66 |
|
|
2024
Q3 | $417K | Sell |
5,009
-918
| -15% | -$76.3K | 0.21% | 67 |
|
|
2024
Q2 | $484K | Sell |
5,927
-1,453
| -20% | -$119K | 0.27% | 63 |
|
|
2024
Q1 | $604K | Sell |
7,380
-4,115
| -36% | -$337K | 0.35% | 51 |
|
|
2023
Q4 | $943K | Sell |
11,495
-2,308
| -17% | -$189K | 0.61% | 36 |
|
|
2023
Q3 | $1.12M | Sell |
13,803
-624
| -4% | -$50.5K | 0.85% | 22 |
|
|
2023
Q2 | $1.17M | Sell |
14,427
-5,197
| -26% | -$421K | 0.9% | 22 |
|
|
2023
Q1 | $1.61M | Buy |
19,624
+5,318
| +37% | +$437K | 1.41% | 14 |
|
|
2022
Q4 | $1.16M | Buy |
+14,306
| New | +$1.16M | 1.04% | 20 |
|