Financial Network 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 | $260K | Buy |
3,133
+2,334
| +292% | +$193K | 0.32% | 66 |
|
|
2025
Q1 | $66.1K | Sell |
799
-201
| -20% | -$16.6K | 0.09% | 206 |
|
|
2024
Q4 | $82K | Buy |
+1,000
| New | +$82K | 0.15% | 123 |
|
|
2024
Q3 | – | Sell |
-3,866
| Closed | -$316K | – | 973 |
|
|
2024
Q2 | $316K | Sell |
3,866
-3,565
| -48% | -$291K | 0.24% | 89 |
|
|
2024
Q1 | $608K | Buy |
7,431
+3,199
| +76% | +$262K | 0.61% | 45 |
|
|
2023
Q4 | $347K | Buy |
+4,232
| New | +$347K | 0.37% | 71 |
|