Beverly Hills Private 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 | $510K | Hold |
6,152
| – | – | 0.1% | 175 |
|
|
2025
Q1 | $509K | Sell |
6,152
-60
| -1% | -$4.96K | 0.1% | 172 |
|
|
2024
Q4 | $509K | Sell |
6,212
-125
| -2% | -$10.2K | 0.1% | 169 |
|
|
2024
Q3 | $527K | Hold |
6,337
| – | – | 0.11% | 179 |
|
|
2024
Q2 | $517K | Sell |
6,337
-25
| -0.4% | -$2.04K | 0.11% | 182 |
|
|
2024
Q1 | $520K | Buy |
+6,362
| New | +$520K | 0.12% | 188 |
|
|
2023
Q4 | – | Sell |
-6,318
| Closed | -$512K | – | 347 |
|
|
2023
Q3 | $512K | Sell |
6,318
-6,035
| -49% | -$489K | 0.15% | 142 |
|
|
2023
Q2 | $1M | Buy |
12,353
+8,920
| +260% | +$723K | 0.16% | 137 |
|
|
2023
Q1 | $282K | Buy |
3,433
+325
| +10% | +$26.7K | 0.09% | 225 |
|
|
2022
Q4 | $252K | Buy |
+3,108
| New | +$252K | 0.11% | 194 |
|