Cherry Tree 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 | $479K | Hold |
5,784
| – | – | 0.11% | 98 |
|
|
2025
Q1 | $479K | Hold |
5,784
| – | – | 0.12% | 92 |
|
|
2024
Q4 | $474K | Hold |
5,784
| – | – | 0.12% | 93 |
|
|
2024
Q3 | $481K | Hold |
5,784
| – | – | 0.11% | 98 |
|
|
2024
Q2 | $472K | Hold |
5,784
| – | – | 0.12% | 92 |
|
|
2024
Q1 | $473K | Buy |
5,784
+122
| +2% | +$9.98K | 0.12% | 90 |
|
|
2023
Q4 | $465K | Hold |
5,662
| – | – | 0.12% | 91 |
|
|
2023
Q3 | $458K | Hold |
5,662
| – | – | 0.13% | 86 |
|
|
2023
Q2 | $459K | Buy |
+5,662
| New | +$459K | 0.13% | 88 |
|