Hollow Brook 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 | – | Sell |
-34,414
| Closed | -$2.85M | – | 91 |
|
|
2025
Q1 | $2.85M | Sell |
34,414
-1,407
| -4% | -$116K | 0.84% | 34 |
|
|
2024
Q4 | $2.94M | Buy |
35,821
+3,572
| +11% | +$293K | 0.9% | 33 |
|
|
2024
Q3 | $2.68M | Buy |
32,249
+4,406
| +16% | +$366K | 0.8% | 35 |
|
|
2024
Q2 | $2.27M | Buy |
27,843
+5,052
| +22% | +$412K | 0.77% | 37 |
|
|
2024
Q1 | $1.86M | Buy |
22,791
+191
| +0.8% | +$15.6K | 0.69% | 40 |
|
|
2023
Q4 | $1.85M | Buy |
22,600
+765
| +4% | +$62.8K | 0.74% | 39 |
|
|
2023
Q3 | $1.77M | Buy |
21,835
+410
| +2% | +$33.2K | 0.74% | 38 |
|
|
2023
Q2 | $1.74M | Sell |
21,425
-140
| -0.6% | -$11.4K | 0.75% | 39 |
|
|
2023
Q1 | $1.77M | Buy |
+21,565
| New | +$1.77M | 0.84% | 36 |
|