Beirne Wealth Consulting Services’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 | $488K | Hold |
5,885
| – | – | 0.16% | 67 |
|
|
2025
Q1 | $487K | Hold |
5,885
| – | – | 0.17% | 62 |
|
|
2024
Q4 | $482K | Sell |
5,885
-5,885
| -50% | -$482K | 0.17% | 60 |
|
|
2024
Q3 | $979K | Hold |
11,770
| – | – | 0.34% | 44 |
|
|
2024
Q2 | $961K | Hold |
11,770
| – | – | 0.39% | 43 |
|
|
2024
Q1 | $963K | Hold |
11,770
| – | – | 0.41% | 43 |
|
|
2023
Q4 | $966K | Hold |
11,770
| – | – | 0.48% | 43 |
|
|
2023
Q3 | $954K | Hold |
11,770
| – | – | 0.76% | 29 |
|
|
2023
Q2 | $954K | Sell |
11,770
-12,500
| -52% | -$1.01M | 0.76% | 29 |
|
|
2023
Q1 | $1.99M | Hold |
24,270
| – | – | 1.4% | 14 |
|
|
2022
Q4 | $1.97M | Hold |
24,270
| – | – | 0.97% | 20 |
|
|
2022
Q3 | $1.97M | Buy |
+24,270
| New | +$1.97M | 0.75% | 25 |
|