Cabot Wealth Management’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 | $8.74M | Buy |
105,453
+11,853
| +13% | +$982K | 1.04% | 39 |
|
|
2025
Q1 | $7.74M | Buy |
93,600
+33,677
| +56% | +$2.79M | 0.99% | 39 |
|
|
2024
Q4 | $4.91M | Buy |
59,923
+161
| +0.3% | +$13.2K | 0.62% | 50 |
|
|
2024
Q3 | $4.97M | Buy |
59,762
+18,115
| +43% | +$1.51M | 0.62% | 49 |
|
|
2024
Q2 | $3.4M | Sell |
41,647
-7,293
| -15% | -$595K | 0.45% | 58 |
|
|
2024
Q1 | $4M | Sell |
48,940
-100
| -0.2% | -$8.18K | 0.52% | 55 |
|
|
2023
Q4 | $4.02M | Sell |
49,040
-83,322
| -63% | -$6.84M | 0.56% | 50 |
|
|
2023
Q3 | $10.7M | Buy |
132,362
+845
| +0.6% | +$68.4K | 1.64% | 23 |
|
|
2023
Q2 | $10.7M | Buy |
131,517
+14,513
| +12% | +$1.18M | 1.59% | 23 |
|
|
2023
Q1 | $9.61M | Buy |
+117,004
| New | +$9.61M | 1.52% | 29 |
|