Insight 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 | $255K | Buy |
3,073
+27
| +0.9% | +$2.24K | 0.1% | 94 |
|
|
2025
Q1 | $252K | Buy |
+3,046
| New | +$252K | 0.04% | 91 |
|
|
2023
Q2 | – | Sell |
-2,453
| Closed | -$202K | – | 71 |
|
|
2023
Q1 | $202K | Sell |
2,453
-1,343
| -35% | -$110K | 0.05% | 58 |
|
|
2022
Q4 | $308K | Sell |
3,796
-690
| -15% | -$56K | 0.23% | 43 |
|
|
2022
Q3 | $364K | Buy |
+4,486
| New | +$364K | 0.34% | 40 |
|