ClientFirst 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 | $958K | Hold |
11,556
| – | – | 0.98% | 13 |
|
|
2025
Q1 | $956K | Hold |
11,556
| – | – | 1.08% | 12 |
|
|
2024
Q4 | $947K | Buy |
+11,556
| New | +$947K | 0.96% | 12 |
|
|
2023
Q3 | $1.07M | Buy |
13,139
+1,495
| +13% | +$121K | 1.29% | 10 |
|
|
2023
Q2 | $945K | Buy |
11,644
+7,794
| +202% | +$633K | 1.12% | 13 |
|
|
2023
Q1 | $316K | Hold |
3,850
| – | – | 0.42% | 17 |
|
|
2022
Q4 | $313K | Hold |
3,850
| – | – | 0.4% | 19 |
|
|
2022
Q3 | $313K | Buy |
3,850
+300
| +8% | +$24.4K | 0.39% | 21 |
|
|
2022
Q2 | $294K | Buy |
+3,550
| New | +$294K | 0.45% | 23 |
|