Independent Wealth Network’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 | $1.16M | Sell |
13,949
-366
| -3% | -$30.3K | 0.42% | 56 |
|
|
2025
Q1 | $1.18M | Sell |
14,315
-619
| -4% | -$51.2K | 0.47% | 54 |
|
|
2024
Q4 | $1.22M | Sell |
14,934
-6,592
| -31% | -$540K | 0.5% | 53 |
|
|
2024
Q3 | $1.79M | Buy |
21,526
+1,691
| +9% | +$141K | 0.79% | 32 |
|
|
2024
Q2 | $1.62M | Sell |
19,835
-5,982
| -23% | -$488K | 0.75% | 34 |
|
|
2024
Q1 | $2.11M | Buy |
25,817
+630
| +3% | +$51.5K | 0.99% | 21 |
|
|
2023
Q4 | $2.07M | Buy |
25,187
+1,000
| +4% | +$82K | 1.09% | 19 |
|
|
2023
Q3 | $1.96M | Buy |
24,187
+2,711
| +13% | +$220K | 1.2% | 17 |
|
|
2023
Q2 | $1.74M | Sell |
21,476
-13,612
| -39% | -$1.1M | 1.05% | 17 |
|
|
2023
Q1 | $2.88M | Buy |
35,088
+711
| +2% | +$58.4K | 1.84% | 11 |
|
|
2022
Q4 | $2.79M | Buy |
34,377
+13,600
| +65% | +$1.1M | 1.91% | 10 |
|
|
2022
Q3 | $1.69M | Buy |
20,777
+76
| +0.4% | +$6.17K | 1.32% | 15 |
|
|
2022
Q2 | $1.71M | Buy |
20,701
+282
| +1% | +$23.3K | 1.23% | 17 |
|
|
2022
Q1 | $1.7M | Buy |
20,419
+17,764
| +669% | +$1.48M | 1.08% | 19 |
|
|
2021
Q4 | $227K | Sell |
2,655
-442
| -14% | -$37.8K | 0.14% | 176 |
|
|
2021
Q3 | $266K | Buy |
+3,097
| New | +$266K | 0.17% | 148 |
|