Capital Advisors 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 | $429K | Buy |
+5,183
| New | +$429K | 0.07% | 126 |
|
|
2023
Q1 | – | Sell |
-2,617
| Closed | -$212K | – | 145 |
|
|
2022
Q4 | $212K | Buy |
+2,617
| New | +$212K | 0.06% | 118 |
|
|
2021
Q4 | – | Sell |
-2,796
| Closed | -$241K | – | 122 |
|
|
2021
Q3 | $241K | Sell |
2,796
-5,601
| -67% | -$483K | 0.09% | 91 |
|
|
2021
Q2 | $723K | Sell |
8,397
-2,760
| -25% | -$238K | 0.27% | 48 |
|
|
2021
Q1 | $962K | Buy |
+11,157
| New | +$962K | 0.42% | 43 |
|