Evolution 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 | $271K | Buy |
+3,270
| New | +$271K | 0.04% | 137 |
|
|
2021
Q4 | – | Sell |
-147
| Closed | -$13K | – | 546 |
|
|
2021
Q3 | $13K | Buy |
+147
| New | +$13K | ﹤0.01% | 372 |
|
|
2020
Q1 | – | Sell |
-657
| Closed | -$56K | – | 598 |
|
|
2019
Q4 | $56K | Buy |
+657
| New | +$56K | 0.01% | 141 |
|
|
2019
Q1 | – | Sell |
-1,455
| Closed | -$122K | – | 144 |
|
|
2018
Q4 | $122K | Buy |
+1,455
| New | +$122K | 0.06% | 71 |
|