Heritage Wealth 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
Q1 | $394K | Hold |
4,767
| – | – | 0.6% | 32 |
|
|
2024
Q4 | $391K | Sell |
4,767
-28
| -0.6% | -$2.3K | 0.49% | 43 |
|
|
2024
Q3 | $399K | Sell |
4,795
-871
| -15% | -$72.4K | 0.47% | 41 |
|
|
2024
Q2 | $463K | Sell |
5,666
-1,439
| -20% | -$117K | 0.67% | 33 |
|
|
2024
Q1 | $583K | Hold |
7,105
| – | – | 1.19% | 23 |
|
|
2023
Q4 | $583K | Sell |
7,105
-150
| -2% | -$12.3K | 1.19% | 23 |
|
|
2023
Q3 | $587K | Sell |
7,255
-444
| -6% | -$36K | 1.25% | 23 |
|
|
2023
Q2 | $624K | Buy |
+7,699
| New | +$624K | 0.37% | 45 |
|