BFWM
Bright Futures Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.34M | Sell |
28,321
-3,220
| -10% | -$266K | 2.57% | 9 |
|
|
2024
Q4 | $2.59M | Sell |
31,541
-1,136
| -3% | -$93.4K | 2.31% | 12 |
|
|
2024
Q3 | $2.69M | Buy |
32,677
+848
| +3% | +$69.8K | 1.3% | 14 |
|
|
2024
Q2 | $2.63M | Buy |
31,829
+1,460
| +5% | +$121K | 1.43% | 14 |
|
|
2024
Q1 | $2.48M | Buy |
+30,369
| New | +$2.48M | 1.34% | 16 |
|