Impact Partnership 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 | $792K | Sell |
9,552
-556
| -6% | -$46.1K | 0.15% | 63 |
|
|
2025
Q1 | $836K | Buy |
10,108
+709
| +8% | +$58.7K | 0.18% | 60 |
|
|
2024
Q4 | $771K | Buy |
+9,399
| New | +$771K | 0.16% | 82 |
|
|
2024
Q1 | – | Sell |
-319
| Closed | -$26.2K | – | 848 |
|
|
2023
Q4 | $26.2K | Sell |
319
-322
| -50% | -$26.5K | 0.01% | 385 |
|
|
2023
Q3 | $51.9K | Buy |
641
+342
| +114% | +$27.7K | 0.02% | 390 |
|
|
2023
Q2 | $24.2K | Buy |
+299
| New | +$24.2K | 0.01% | 317 |
|