Koa 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 | $5.11M | Buy |
61,671
+3,535
| +6% | +$293K | 4.06% | 5 |
|
|
2025
Q1 | $4.81M | Sell |
58,136
-1,151
| -2% | -$95.2K | 3.88% | 6 |
|
|
2024
Q4 | $4.86M | Buy |
59,287
+882
| +2% | +$72.3K | 3.97% | 5 |
|
|
2024
Q3 | $4.86M | Buy |
58,405
+2,844
| +5% | +$236K | 3.75% | 6 |
|
|
2024
Q2 | $4.54M | Buy |
55,561
+7,490
| +16% | +$612K | 3.83% | 6 |
|
|
2024
Q1 | $3.93M | Buy |
48,071
+3,667
| +8% | +$300K | 3.54% | 7 |
|
|
2023
Q4 | $3.64M | Buy |
+44,404
| New | +$3.64M | 3.6% | 7 |
|