Hemington 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 | $69K | Hold |
844
| – | – | 0.01% | 275 |
|
|
2025
Q1 | $69K | Sell |
844
-152
| -15% | -$12.4K | 0.01% | 265 |
|
|
2024
Q4 | $81K | Hold |
996
| – | – | 0.02% | 227 |
|
|
2024
Q3 | $82K | Buy |
+996
| New | +$82K | 0.02% | 213 |
|
|
2023
Q4 | – | Sell |
-2,703
| Closed | -$218K | – | 111 |
|
|
2023
Q3 | $218K | Buy |
+2,703
| New | +$218K | 0.1% | 87 |
|
|
2022
Q3 | – | Sell |
-6,825
| Closed | -$565K | – | 99 |
|
|
2022
Q2 | $565K | Sell |
6,825
-1,132
| -14% | -$93.7K | 0.22% | 52 |
|
|
2022
Q1 | $663K | Buy |
7,957
+865
| +12% | +$72.1K | 0.22% | 52 |
|
|
2021
Q4 | $613K | Sell |
7,092
-786
| -10% | -$67.9K | 0.28% | 42 |
|
|
2021
Q3 | $679K | Buy |
7,878
+887
| +13% | +$76.5K | 0.25% | 43 |
|
|
2021
Q2 | $602K | Sell |
6,991
-102
| -1% | -$8.78K | 0.26% | 45 |
|
|
2021
Q1 | $612K | Buy |
7,093
+1
| +0% | +$86 | 0.26% | 44 |
|
|
2020
Q4 | $613K | Buy |
+7,092
| New | +$613K | 0.28% | 42 |
|