Kathleen S. Wright Associates’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 | $1.22M | Buy |
14,728
+2,400
| +19% | +$199K | 0.48% | 43 |
|
|
2025
Q1 | $1.02M | Sell |
12,328
-1,248
| -9% | -$103K | 0.42% | 43 |
|
|
2024
Q4 | $1.11M | Buy |
13,576
+1,085
| +9% | +$89K | 0.46% | 43 |
|
|
2024
Q3 | $1.04M | Buy |
12,491
+1,108
| +10% | +$92.1K | 0.43% | 46 |
|
|
2024
Q2 | $929K | Sell |
11,383
-803
| -7% | -$65.6K | 0.43% | 48 |
|
|
2024
Q1 | $997K | Buy |
12,186
+1,479
| +14% | +$121K | 0.47% | 43 |
|
|
2023
Q4 | $878K | Buy |
10,707
+177
| +2% | +$14.5K | 0.45% | 49 |
|
|
2023
Q3 | $853K | Buy |
10,530
+2,225
| +27% | +$180K | 0.48% | 47 |
|
|
2023
Q2 | $673K | Buy |
8,305
+5
| +0.1% | +$405 | 0.43% | 51 |
|
|
2023
Q1 | $682K | Hold |
8,300
| – | – | 0.45% | 52 |
|
|
2022
Q4 | $674K | Buy |
+8,300
| New | +$674K | 0.46% | 51 |
|