Daymark 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 | $463K | Hold |
5,583
| – | – | 0.02% | 365 |
|
|
2025
Q1 | $462K | Sell |
5,583
-89
| -2% | -$7.36K | 0.02% | 336 |
|
|
2024
Q4 | $465K | Hold |
5,672
| – | – | 0.02% | 336 |
|
|
2024
Q3 | $472K | Buy |
5,672
+211
| +4% | +$17.5K | 0.02% | 342 |
|
|
2024
Q2 | $446K | Buy |
5,461
+300
| +6% | +$24.5K | 0.02% | 339 |
|
|
2024
Q1 | $422K | Sell |
5,161
-75
| -1% | -$6.13K | 0.02% | 284 |
|
|
2023
Q4 | $430K | Buy |
5,236
+1,192
| +29% | +$97.8K | 0.03% | 271 |
|
|
2023
Q3 | $327K | Hold |
4,044
| – | – | 0.02% | 290 |
|
|
2023
Q2 | $328K | Sell |
4,044
-300
| -7% | -$24.3K | 0.02% | 284 |
|
|
2023
Q1 | $357K | Sell |
4,344
-5,830
| -57% | -$479K | 0.05% | 221 |
|
|
2022
Q4 | $826K | Buy |
+10,174
| New | +$826K | 0.15% | 110 |
|