Congress 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 | $1.98M | Buy |
23,842
+2,694
| +13% | +$223K | 0.02% | 560 |
|
|
2025
Q1 | $1.75M | Buy |
21,148
+2,096
| +11% | +$173K | 0.02% | 522 |
|
|
2024
Q4 | $1.56M | Sell |
19,052
-743
| -4% | -$60.9K | 0.02% | 448 |
|
|
2024
Q3 | $1.65M | Buy |
19,795
+607
| +3% | +$50.5K | 0.02% | 452 |
|
|
2024
Q2 | $1.57M | Sell |
19,188
-114
| -0.6% | -$9.31K | 0.02% | 380 |
|
|
2024
Q1 | $1.58M | Sell |
19,302
-536
| -3% | -$43.8K | 0.03% | 339 |
|
|
2023
Q4 | $1.63M | Sell |
19,838
-4,803
| -19% | -$394K | 0.03% | 340 |
|
|
2023
Q3 | $2M | Buy |
24,641
+862
| +4% | +$69.8K | 0.04% | 302 |
|
|
2023
Q2 | $1.93M | Sell |
23,779
-1,121
| -5% | -$90.9K | 0.04% | 265 |
|
|
2023
Q1 | $2.05M | Buy |
24,900
+102
| +0.4% | +$8.38K | 0.05% | 262 |
|
|
2022
Q4 | $2.01M | Buy |
24,798
+1,407
| +6% | +$114K | 0.05% | 257 |
|
|
2022
Q3 | $1.9M | Buy |
23,391
+13
| +0.1% | +$1.06K | 0.05% | 278 |
|
|
2022
Q2 | $1.94M | Sell |
23,378
-11,424
| -33% | -$946K | 0.05% | 278 |
|
|
2022
Q1 | $2.9M | Sell |
34,802
-150
| -0.4% | -$12.5K | 0.06% | 269 |
|
|
2021
Q4 | $2.99M | Buy |
+34,952
| New | +$2.99M | 0.06% | 271 |
|