Horizons 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 | $148K | Buy |
1,784
+48
| +3% | +$3.98K | 0.11% | 67 |
|
|
2025
Q1 | $144K | Sell |
1,736
-351
| -17% | -$29K | 0.11% | 66 |
|
|
2024
Q4 | $171K | Sell |
2,087
-133
| -6% | -$10.9K | 0.13% | 62 |
|
|
2024
Q3 | $185K | Hold |
2,220
| – | – | 0.14% | 64 |
|
|
2024
Q2 | $182K | Sell |
2,220
-1,763
| -44% | -$144K | 0.14% | 64 |
|
|
2024
Q1 | $327K | Hold |
3,983
| – | – | 0.21% | 49 |
|
|
2023
Q4 | $327K | Sell |
3,983
-625
| -14% | -$51.3K | 0.21% | 49 |
|
|
2023
Q3 | $373K | Sell |
4,608
-13,964
| -75% | -$1.13M | 0.27% | 46 |
|
|
2023
Q2 | $1.51M | Sell |
18,572
-2,947
| -14% | -$239K | 1.07% | 21 |
|
|
2023
Q1 | $1.77M | Sell |
21,519
-1,817
| -8% | -$149K | 1.3% | 19 |
|
|
2022
Q4 | $1.89M | Sell |
23,336
-7,844
| -25% | -$637K | 1.51% | 18 |
|
|
2022
Q3 | $2.53M | Buy |
31,180
+557
| +2% | +$45.2K | 2.33% | 16 |
|
|
2022
Q2 | $2.53M | Buy |
+30,623
| New | +$2.53M | 2.07% | 16 |
|