Carolinas Wealth Consulting’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 | – | Sell |
-196
| Closed | -$16.2K | – | 781 |
|
|
2025
Q1 | $16.2K | Sell |
196
-213
| -52% | -$17.6K | ﹤0.01% | 473 |
|
|
2024
Q4 | $33.5K | Buy |
409
+253
| +162% | +$20.7K | 0.01% | 413 |
|
|
2024
Q3 | $12.9K | Buy |
156
+1
| +0.6% | +$83 | ﹤0.01% | 529 |
|
|
2024
Q2 | $12.7K | Buy |
155
+1
| +0.6% | +$82 | ﹤0.01% | 531 |
|
|
2024
Q1 | $12.6K | Buy |
154
+79
| +105% | +$6.47K | ﹤0.01% | 531 |
|
|
2023
Q4 | $6.13K | Buy |
75
+1
| +1% | +$82 | ﹤0.01% | 595 |
|
|
2023
Q3 | $6K | Sell |
74
-24,530
| -100% | -$1.99M | ﹤0.01% | 586 |
|
|
2023
Q2 | $1.99M | Buy |
24,604
+425
| +2% | +$34.5K | 0.4% | 47 |
|
|
2023
Q1 | $1.99M | Buy |
24,179
+3,339
| +16% | +$274K | 0.42% | 47 |
|
|
2022
Q4 | $1.69M | Buy |
20,840
+6,331
| +44% | +$514K | 0.38% | 46 |
|
|
2022
Q3 | $1.18M | Buy |
14,509
+3,224
| +29% | +$262K | 0.3% | 48 |
|
|
2022
Q2 | $934K | Buy |
11,285
+10,637
| +1,642% | +$880K | 0.23% | 55 |
|
|
2022
Q1 | $54K | Buy |
+648
| New | +$54K | 0.01% | 342 |
|