Focus Partners 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
Q2 | $107M | Buy |
1,289,609
+2,021
| +0.2% | +$167K | 0.23% | 90 |
|
|
2025
Q1 | $107M | Buy |
1,287,588
+7,827
| +0.6% | +$648K | 0.27% | 78 |
|
|
2024
Q4 | $105M | Buy |
1,279,761
+739,299
| +137% | +$60.6M | 0.27% | 76 |
|
|
2024
Q3 | $45.3M | Sell |
540,462
-1,551,338
| -74% | -$130M | 0.14% | 153 |
|
|
2024
Q2 | $171M | Buy |
2,091,800
+1,294,132
| +162% | +$106M | 0.57% | 37 |
|
|
2024
Q1 | $65.2M | Buy |
797,668
+757,312
| +1,877% | +$61.9M | 0.53% | 40 |
|
|
2023
Q4 | $3.31M | Buy |
+40,356
| New | +$3.31M | 0.04% | 283 |
|