EverSource Wealth Advisors’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 | $11.5K | Buy |
138
+133
| +2,660% | +$11.1K | ﹤0.01% | 2714 |
|
|
2025
Q1 | $414 | Sell |
5
-7,257
| -100% | -$601K | ﹤0.01% | 3519 |
|
|
2024
Q4 | $595K | Buy |
7,262
+1,120
| +18% | +$91.8K | 0.03% | 337 |
|
|
2024
Q3 | $511K | Buy |
6,142
+1,633
| +36% | +$136K | 0.03% | 323 |
|
|
2024
Q2 | $371K | Buy |
4,509
+1,796
| +66% | +$148K | 0.02% | 377 |
|
|
2024
Q1 | $220K | Buy |
+2,713
| New | +$220K | 0.02% | 458 |
|
|
2023
Q2 | – | Sell |
-69,543
| Closed | -$5.71M | – | 2603 |
|
|
2023
Q1 | $5.71M | Buy |
+69,543
| New | +$5.71M | 0.71% | 31 |
|