Edge 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 | $29.9M | Buy |
360,856
+9,752
| +3% | +$808K | 5.76% | 5 |
|
|
2025
Q1 | $29M | Buy |
351,104
+4,507
| +1% | +$373K | 5.89% | 4 |
|
|
2024
Q4 | $28.4M | Sell |
346,597
-9,332
| -3% | -$765K | 5.75% | 5 |
|
|
2024
Q3 | $29.6M | Sell |
355,929
-1,984
| -0.6% | -$165K | 5.94% | 5 |
|
|
2024
Q2 | $29.2M | Sell |
357,913
-10,577
| -3% | -$864K | 6.15% | 5 |
|
|
2024
Q1 | $30.1M | Sell |
368,490
-17,401
| -5% | -$1.42M | 6.33% | 4 |
|
|
2023
Q4 | $31.7M | Sell |
385,891
-25,776
| -6% | -$2.11M | 6.92% | 4 |
|
|
2023
Q3 | $33.3M | Sell |
411,667
-52,827
| -11% | -$4.28M | 7.79% | 3 |
|
|
2023
Q2 | $37.7M | Sell |
464,494
-137,922
| -23% | -$11.2M | 8.22% | 3 |
|
|
2023
Q1 | $49.5M | Buy |
602,416
+174,647
| +41% | +$14.3M | 11.35% | 1 |
|
|
2022
Q4 | $34.7M | Sell |
427,769
-24,585
| -5% | -$2M | 8.08% | 2 |
|
|
2022
Q3 | $36.8M | Buy |
452,354
+42,196
| +10% | +$3.43M | 8.13% | 2 |
|
|
2022
Q2 | $34M | Buy |
+410,158
| New | +$34M | 7.34% | 2 |
|
|
2021
Q1 | – | Sell |
-1,500
| Closed | -$130K | – | 448 |
|
|
2020
Q4 | $130K | Buy |
+1,500
| New | +$130K | 0.03% | 108 |
|