HB 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 | $1.3M | Sell |
15,715
-2,705
| -15% | -$224K | 0.01% | 456 |
|
|
2025
Q1 | $1.52M | Buy |
18,420
+14,297
| +347% | +$1.18M | 0.01% | 429 |
|
|
2024
Q4 | $338K | Buy |
4,123
+623
| +18% | +$51.1K | ﹤0.01% | 755 |
|
|
2024
Q3 | $291K | Sell |
3,500
-1,185
| -25% | -$98.5K | ﹤0.01% | 765 |
|
|
2024
Q2 | $383K | Buy |
+4,685
| New | +$383K | ﹤0.01% | 619 |
|
|
2023
Q4 | – | Sell |
-2,928
| Closed | -$237K | – | 819 |
|
|
2023
Q3 | $237K | Hold |
2,928
| – | – | ﹤0.01% | 648 |
|
|
2023
Q2 | $237K | Hold |
2,928
| – | – | ﹤0.01% | 619 |
|
|
2023
Q1 | $241K | Hold |
2,928
| – | – | ﹤0.01% | 608 |
|
|
2022
Q4 | $238K | Sell |
2,928
-213
| -7% | -$17.3K | ﹤0.01% | 591 |
|
|
2022
Q3 | $255K | Buy |
3,141
+73
| +2% | +$5.93K | 0.01% | 474 |
|
|
2022
Q2 | $254K | Sell |
3,068
-81
| -3% | -$6.71K | 0.01% | 484 |
|
|
2022
Q1 | $262K | Sell |
3,149
-1,675
| -35% | -$139K | ﹤0.01% | 487 |
|
|
2021
Q4 | $413K | Buy |
+4,824
| New | +$413K | 0.01% | 335 |
|