High Note Wealth’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 | $10.2K | Hold |
123
| – | – | ﹤0.01% | 298 |
|
|
2025
Q1 | $10.2K | Sell |
123
-113
| -48% | -$9.35K | ﹤0.01% | 290 |
|
|
2024
Q4 | $19.3K | Buy |
+236
| New | +$19.3K | 0.01% | 237 |
|
|
2021
Q2 | – | Sell |
-28,062
| Closed | -$2.42M | – | 85 |
|
|
2021
Q1 | $2.42M | Buy |
28,062
+1,190
| +4% | +$103K | 0.94% | 37 |
|
|
2020
Q4 | $2.32M | Buy |
+26,872
| New | +$2.32M | 0.99% | 36 |
|