Horizon Family 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 | $472K | Sell |
5,691
-77
| -1% | -$6.38K | 0.29% | 47 |
|
|
2025
Q1 | $477K | Buy |
5,768
+993
| +21% | +$82.1K | 0.32% | 43 |
|
|
2024
Q4 | $391K | Sell |
4,775
-2,333
| -33% | -$191K | 0.26% | 52 |
|
|
2024
Q3 | $591K | Sell |
7,108
-4
| -0.1% | -$333 | 0.42% | 34 |
|
|
2024
Q2 | $581K | Buy |
7,112
+4,634
| +187% | +$378K | 0.44% | 33 |
|
|
2024
Q1 | $203K | Sell |
2,478
-1,000
| -29% | -$81.8K | 0.16% | 75 |
|
|
2023
Q4 | $285K | Buy |
+3,478
| New | +$285K | 0.24% | 55 |
|