Chicago 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 | – | Sell |
-3,046
| Closed | -$252K | – | 53 |
|
|
2025
Q1 | $252K | Sell |
3,046
-141
| -4% | -$11.7K | 0.13% | 47 |
|
|
2024
Q4 | $261K | Sell |
3,187
-392
| -11% | -$32.1K | 0.14% | 47 |
|
|
2024
Q3 | $298K | Sell |
3,579
-1,327
| -27% | -$110K | 0.16% | 43 |
|
|
2024
Q2 | $401K | Sell |
4,906
-1,126
| -19% | -$91.9K | 0.23% | 40 |
|
|
2024
Q1 | $493K | Sell |
6,032
-45
| -0.7% | -$3.68K | 0.29% | 36 |
|
|
2023
Q4 | $499K | Buy |
6,077
+1,297
| +27% | +$106K | 0.34% | 31 |
|
|
2023
Q3 | $387K | Buy |
4,780
+2,151
| +82% | +$174K | 0.3% | 30 |
|
|
2023
Q2 | $213K | Sell |
2,629
-601
| -19% | -$48.7K | 0.16% | 39 |
|
|
2023
Q1 | $265K | Sell |
3,230
-152,872
| -98% | -$12.6M | 0.21% | 36 |
|
|
2022
Q4 | $12.7M | Buy |
156,102
+21,196
| +16% | +$1.72M | 10.92% | 2 |
|
|
2022
Q3 | $11M | Buy |
+134,906
| New | +$11M | 10.49% | 2 |
|