HFG 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
$785K Buy
9,484
+631
+7% +$52.2K 0.48% 31
2025
Q1
$726K Buy
+8,853
New +$726K 0.44% 34
2024
Q1
Sell
-8,900
Closed -$730K 54
2023
Q4
$730K Buy
+8,900
New +$730K 0.18% 45
2023
Q1
$822K Buy
+10,000
New +$822K 0.17% 48