Bouvel Investment Partners’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 | $2.11M | Buy |
+25,481
| New | +$2.11M | 0.71% | 51 |
|
|
2023
Q3 | – | Sell |
-73,210
| Closed | -$5.94M | – | 80 |
|
|
2023
Q2 | $5.94M | Sell |
73,210
-57,204
| -44% | -$4.64M | 3.25% | 4 |
|
|
2023
Q1 | $10.7M | Sell |
130,414
-14,915
| -10% | -$1.23M | 6.26% | 1 |
|
|
2022
Q4 | $11.8M | Sell |
145,329
-430
| -0.3% | -$34.9K | 7.61% | 1 |
|
|
2022
Q3 | $11.8M | Buy |
145,759
+56,777
| +64% | +$4.61M | 7.89% | 1 |
|
|
2022
Q2 | $7.37M | Buy |
+88,982
| New | +$7.37M | 5.55% | 1 |
|