Caldwell Sutter Capital’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 | $402K | Buy |
4,855
+75
| +2% | +$6.22K | 0.18% | 129 |
|
|
2025
Q1 | $395K | Buy |
4,780
+15
| +0.3% | +$1.24K | 0.19% | 129 |
|
|
2024
Q4 | $391K | Buy |
4,765
+1,042
| +28% | +$85.4K | 0.18% | 128 |
|
|
2024
Q3 | $310K | Sell |
3,723
-376
| -9% | -$31.3K | 0.14% | 150 |
|
|
2024
Q2 | $335K | Buy |
4,099
+88
| +2% | +$7.19K | 0.17% | 138 |
|
|
2024
Q1 | $328K | Buy |
4,011
+83
| +2% | +$6.79K | 0.16% | 145 |
|
|
2023
Q4 | $322K | Buy |
3,928
+88
| +2% | +$7.22K | 0.16% | 133 |
|
|
2023
Q3 | $311K | Buy |
3,840
+288
| +8% | +$23.3K | 0.17% | 132 |
|
|
2023
Q2 | $288K | Buy |
3,552
+2,744
| +340% | +$222K | 0.15% | 145 |
|
|
2023
Q1 | $66.4K | Buy |
+808
| New | +$66.4K | 0.05% | 223 |
|