JGP 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 | $3.9M | Buy |
47,089
+31,523
| +203% | +$2.61M | 0.47% | 50 |
|
|
2025
Q1 | $1.29M | Buy |
15,566
+930
| +6% | +$76.9K | 0.17% | 79 |
|
|
2024
Q4 | $1.2M | Buy |
14,636
+4,730
| +48% | +$388K | 0.16% | 83 |
|
|
2024
Q3 | $824K | Buy |
9,906
+1,825
| +23% | +$152K | 0.11% | 108 |
|
|
2024
Q2 | $660K | Buy |
+8,081
| New | +$660K | 0.09% | 108 |
|
|
2021
Q2 | – | Sell |
-5,417
| Closed | -$467K | – | 164 |
|
|
2021
Q1 | $467K | Buy |
+5,417
| New | +$467K | 0.1% | 99 |
|