Avion Wealth’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
$11K Buy
135
+91
+207% +$7.42K ﹤0.01% 448
2025
Q1
$3K Buy
+44
New +$3K ﹤0.01% 665
2023
Q4
Sell
-44
Closed -$3K 1319
2023
Q3
$3K Hold
44
﹤0.01% 431
2023
Q2
$3K Buy
+44
New +$3K ﹤0.01% 437
2023
Q1
Sell
-178
Closed -$14K 752
2022
Q4
$14K Hold
178
﹤0.01% 240
2022
Q3
$14K Hold
178
﹤0.01% 241
2022
Q2
$15K Hold
178
﹤0.01% 227
2022
Q1
$15K Hold
178
﹤0.01% 200
2021
Q4
$15K Hold
178
﹤0.01% 203
2021
Q3
$15K Buy
+178
New +$15K ﹤0.01% 203