Golden State Wealth 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 | $188K | Buy |
2,263
+1,240
| +121% | +$103K | 0.02% | 365 |
|
|
2025
Q1 | $84.7K | Buy |
1,023
+653
| +176% | +$54.1K | 0.01% | 488 |
|
|
2024
Q4 | $30.4K | Buy |
+370
| New | +$30.4K | ﹤0.01% | 674 |
|
|
2020
Q4 | – | Sell |
-1,151
| Closed | -$100K | – | 386 |
|
|
2020
Q3 | $100K | Buy |
+1,151
| New | +$100K | 0.03% | 261 |
|
|
2020
Q2 | – | Sell |
-349
| Closed | -$30K | – | 756 |
|
|
2020
Q1 | $30K | Buy |
+349
| New | +$30K | 0.01% | 442 |
|
|
2019
Q4 | – | Sell |
-345
| Closed | -$29K | – | 756 |
|
|
2019
Q3 | $29K | Buy |
345
+2
| +0.6% | +$168 | 0.01% | 552 |
|
|
2019
Q2 | $29K | Buy |
343
+1
| +0.3% | +$85 | 0.01% | 558 |
|
|
2019
Q1 | $29K | Buy |
+342
| New | +$29K | 0.01% | 554 |
|