Chemistry 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
$1.37M Sell
16,578
-13
-0.1% -$1.08K 0.29% 58
2025
Q1
$1.37M Hold
16,591
0.32% 50
2024
Q4
$1.36M Sell
16,591
-852
-5% -$69.8K 0.32% 51
2024
Q3
$1.45M Sell
17,443
-420
-2% -$34.9K 0.34% 45
2024
Q2
$1.46M Sell
17,863
-246
-1% -$20.1K 0.38% 44
2024
Q1
$1.48M Sell
18,109
-13
-0.1% -$1.06K 0.4% 45
2023
Q4
$1.49M Sell
18,122
-1,855
-9% -$152K 0.45% 37
2023
Q3
$1.62M Sell
19,977
-335
-2% -$27.1K 0.53% 32
2023
Q2
$1.65M Sell
20,312
-1,230
-6% -$99.7K 0.54% 34
2023
Q1
$1.77M Buy
21,542
+2,121
+11% +$174K 0.62% 32
2022
Q4
$1.58M Sell
19,421
-4,742
-20% -$385K 0.61% 35
2022
Q3
$1.96M Sell
24,163
-200
-0.8% -$16.2K 0.78% 24
2022
Q2
$2.02M Sell
24,363
-153
-0.6% -$12.7K 0.77% 28
2022
Q1
$2.04M Buy
+24,516
New +$2.04M 0.7% 32