Durante & Waters’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
$6.83M Sell
82,480
-1,643
-2% -$136K 5.38% 5
2025
Q1
$6.96M Sell
84,123
-3,029
-3% -$251K 5.85% 5
2024
Q4
$7.14M Buy
87,152
+5,863
+7% +$481K 5.9% 5
2024
Q3
$6.76M Buy
81,289
+343
+0.4% +$28.5K 5.67% 4
2024
Q2
$6.61M Buy
80,946
+6,499
+9% +$531K 5.88% 4
2024
Q1
$6.09M Sell
74,447
-2,574
-3% -$211K 5.56% 4
2023
Q4
$6.32M Buy
+77,021
New +$6.32M 6.09% 4