Innova Wealth Partners’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 | $20.1M | Sell |
242,591
-138,127
| -36% | -$11.4M | 11.81% | 1 |
|
|
2025
Q1 | $31.5M | Buy |
380,718
+122,566
| +47% | +$10.1M | 19.52% | 1 |
|
|
2024
Q4 | $21.2M | Buy |
+258,152
| New | +$21.2M | 13.33% | 1 |
|
|
2024
Q3 | – | Sell |
-88,311
| Closed | -$7.21M | – | 129 |
|
|
2024
Q2 | $7.21M | Buy |
88,311
+457
| +0.5% | +$37.3K | 5.16% | 2 |
|
|
2024
Q1 | $7.18M | Sell |
87,854
-101,845
| -54% | -$8.33M | 5.55% | 1 |
|
|
2023
Q4 | $15.6M | Sell |
189,699
-112,569
| -37% | -$9.24M | 13.4% | 1 |
|
|
2023
Q3 | $24.5M | Buy |
302,268
+216,894
| +254% | +$17.6M | 21.99% | 1 |
|
|
2023
Q2 | $6.92M | Sell |
85,374
-287,775
| -77% | -$23.3M | 5.9% | 2 |
|
|
2023
Q1 | $30.7M | Buy |
373,149
+1,296
| +0.3% | +$106K | 26.87% | 1 |
|
|
2022
Q4 | $30.2M | Sell |
371,853
-248,274
| -40% | -$20.2M | 26.51% | 1 |
|
|
2022
Q3 | $50.4M | Sell |
620,127
-41,518
| -6% | -$3.37M | 45.93% | 1 |
|
|
2022
Q2 | $54.8M | Buy |
661,645
+551,217
| +499% | +$45.6M | 46.1% | 1 |
|
|
2022
Q1 | $9.2M | Buy |
110,428
+1,535
| +1% | +$128K | 6.62% | 3 |
|
|
2021
Q4 | $9.32M | Sell |
108,893
-830
| -0.8% | -$71K | 6.59% | 3 |
|
|
2021
Q3 | $9.45M | Buy |
109,723
+2,225
| +2% | +$192K | 7.49% | 2 |
|
|
2021
Q2 | $9.26M | Sell |
107,498
-39,555
| -27% | -$3.41M | 7.3% | 1 |
|
|
2021
Q1 | $12.7M | Buy |
147,053
+93
| +0.1% | +$8.02K | 10.78% | 1 |
|
|
2020
Q4 | $12.7M | Buy |
+146,960
| New | +$12.7M | 11.86% | 1 |
|