Brightwater Advisory’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 | $1.32M | Sell |
15,953
-836
| -5% | -$69.3K | 0.95% | 28 |
|
|
2025
Q1 | $1.39M | Buy |
16,789
+436
| +3% | +$36.1K | 1.1% | 25 |
|
|
2024
Q4 | $1.34M | Sell |
16,353
-94
| -0.6% | -$7.71K | 1.05% | 25 |
|
|
2024
Q3 | $1.37M | Sell |
16,447
-1,402
| -8% | -$117K | 1.01% | 26 |
|
|
2024
Q2 | $1.46M | Buy |
17,849
+1,547
| +9% | +$126K | 1.13% | 25 |
|
|
2024
Q1 | $1.33M | Sell |
16,302
-508
| -3% | -$41.5K | 1.07% | 26 |
|
|
2023
Q4 | $1.38M | Buy |
+16,810
| New | +$1.38M | 1.16% | 24 |
|