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 |
|