Golden State Equity 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 | $3.39M | Buy |
40,899
+1,468
| +4% | +$122K | 0.63% | 29 |
|
|
2025
Q1 | $3.26M | Sell |
39,431
-4,673
| -11% | -$387K | 0.65% | 29 |
|
|
2024
Q4 | $3.62M | Buy |
+44,104
| New | +$3.62M | 0.69% | 28 |
|
|
2024
Q3 | – | Sell |
-30,425
| Closed | -$2.48M | – | 891 |
|
|
2024
Q2 | $2.48M | Buy |
+30,425
| New | +$2.48M | 0.52% | 42 |
|
|
2023
Q4 | $1.15M | Sell |
14,034
-8,949
| -39% | -$734K | 0.28% | 93 |
|
|
2023
Q3 | $1.86M | Buy |
22,983
+9,043
| +65% | +$732K | 0.52% | 47 |
|
|
2023
Q2 | $1.13M | Sell |
13,940
-7,106
| -34% | -$576K | 0.32% | 77 |
|
|
2023
Q1 | $1.73M | Buy |
+21,046
| New | +$1.73M | 0.94% | 31 |
|
|
2022
Q1 | $1.39M | Buy |
16,722
+295
| +2% | +$24.6K | 0.7% | 36 |
|
|
2021
Q4 | $1.41M | Buy |
16,427
+3,408
| +26% | +$291K | 0.71% | 35 |
|
|
2021
Q3 | $1.12M | Buy |
13,019
+2,544
| +24% | +$219K | 0.46% | 51 |
|
|
2021
Q2 | $903K | Buy |
10,475
+286
| +3% | +$24.7K | 0.35% | 72 |
|
|
2021
Q1 | $879K | Buy |
+10,189
| New | +$879K | 0.5% | 57 |
|