Family Wealth Partners’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 | $2.56M | Sell |
30,860
-558
| -2% | -$46.2K | 1.02% | 22 |
|
|
2025
Q1 | $2.6M | Sell |
31,418
-1,183
| -4% | -$97.9K | 1.19% | 20 |
|
|
2024
Q4 | $2.67M | Buy |
32,601
+2,377
| +8% | +$195K | 1.27% | 20 |
|
|
2024
Q3 | $2.51M | Sell |
30,224
-2,267
| -7% | -$189K | 1.29% | 20 |
|
|
2024
Q2 | $2.65M | Buy |
32,491
+81
| +0.2% | +$6.61K | 1.38% | 20 |
|
|
2024
Q1 | $2.65M | Sell |
32,410
-6,619
| -17% | -$541K | 1.5% | 20 |
|
|
2023
Q4 | $3.2M | Buy |
+39,029
| New | +$3.2M | 2.47% | 12 |
|