Evoke Wealth’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
Q1 | – | Sell |
-4,069
| Closed | -$334K | – | 463 |
|
|
2024
Q4 | $334K | Buy |
4,069
+1,355
| +50% | +$111K | 0.01% | 325 |
|
|
2024
Q3 | $226K | Buy |
+2,714
| New | +$226K | 0.01% | 378 |
|
|
2022
Q4 | – | Sell |
-360
| Closed | -$29K | – | 1010 |
|
|
2022
Q3 | $29K | Hold |
360
| – | – | ﹤0.01% | 594 |
|
|
2022
Q2 | $30K | Hold |
360
| – | – | ﹤0.01% | 595 |
|
|
2022
Q1 | $30K | Hold |
360
| – | – | ﹤0.01% | 593 |
|
|
2021
Q4 | $31K | Hold |
360
| – | – | ﹤0.01% | 602 |
|
|
2021
Q3 | $31K | Hold |
360
| – | – | ﹤0.01% | 569 |
|
|
2021
Q2 | $31K | Hold |
360
| – | – | ﹤0.01% | 578 |
|
|
2021
Q1 | $31K | Hold |
360
| – | – | ﹤0.01% | 517 |
|
|
2020
Q4 | $31K | Hold |
360
| – | – | ﹤0.01% | 438 |
|
|
2020
Q3 | $31K | Hold |
360
| – | – | ﹤0.01% | 425 |
|
|
2020
Q2 | $31K | Hold |
360
| – | – | ﹤0.01% | 408 |
|
|
2020
Q1 | $31.2K | Buy |
+360
| New | +$31.2K | ﹤0.01% | 380 |
|
|
2019
Q4 | – | Sell |
-360
| Closed | -$30.5K | – | 1440 |
|
|
2019
Q3 | $30.5K | Buy |
+360
| New | +$30.5K | ﹤0.01% | 562 |
|