Concord Wealth Partners’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 | $46.4K | Buy |
+560
| New | +$46.4K | 0.01% | 352 |
|
|
2023
Q4 | – | Sell |
-88
| Closed | -$7.13K | – | 1002 |
|
|
2023
Q3 | $7.13K | Buy |
88
+1
| +1% | +$81 | ﹤0.01% | 670 |
|
|
2023
Q2 | $7.09K | Buy |
+87
| New | +$7.09K | ﹤0.01% | 652 |
|
|
2023
Q1 | – | Sell |
-202
| Closed | -$16.4K | – | 1193 |
|
|
2022
Q4 | $16.4K | Buy |
+202
| New | +$16.4K | ﹤0.01% | 562 |
|