First Wilshire Securities Management’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 | $280K | Sell |
3,377
-159
| -4% | -$13.2K | 0.08% | 74 |
|
|
2025
Q1 | $293K | Buy |
3,536
+807
| +30% | +$66.8K | 0.08% | 68 |
|
|
2024
Q4 | $224K | Buy |
+2,729
| New | +$224K | 0.06% | 80 |
|
|
2021
Q4 | – | Sell |
-4,046
| Closed | -$349K | – | 89 |
|
|
2021
Q3 | $349K | Hold |
4,046
| – | – | 0.12% | 66 |
|
|
2021
Q2 | $349K | Hold |
4,046
| – | – | 0.12% | 62 |
|
|
2021
Q1 | $349K | Hold |
4,046
| – | – | 0.13% | 63 |
|
|
2020
Q4 | $349K | Hold |
4,046
| – | – | 0.14% | 59 |
|
|
2020
Q3 | $350K | Buy |
+4,046
| New | +$350K | 0.17% | 57 |
|