CFP
Cascade Financial Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.96M | Buy |
96,035
+3,266
| +4% | +$271K | 0.96% | 19 |
|
|
2025
Q1 | $7.67M | Buy |
92,769
+19,975
| +27% | +$1.65M | 0.97% | 19 |
|
|
2024
Q4 | $5.97M | Buy |
72,794
+25,203
| +53% | +$2.07M | 0.78% | 26 |
|
|
2024
Q3 | $3.92M | Buy |
47,591
+7,061
| +17% | +$582K | 0.49% | 36 |
|
|
2024
Q2 | $3.31M | Buy |
40,530
+24,806
| +158% | +$2.03M | 0.44% | 46 |
|
|
2024
Q1 | $1.28M | Buy |
+15,724
| New | +$1.28M | 0.18% | 81 |
|