Legacy Capital 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 | $400K | Sell |
4,829
-196
| -4% | -$16.2K | 0.09% | 247 |
|
|
2025
Q1 | $416K | Sell |
5,025
-1,004
| -17% | -$83.1K | 0.1% | 222 |
|
|
2024
Q4 | $494K | Sell |
6,029
-239
| -4% | -$19.6K | 0.12% | 182 |
|
|
2024
Q3 | $521K | Buy |
6,268
+41
| +0.7% | +$3.41K | 0.1% | 192 |
|
|
2024
Q2 | $508K | Buy |
+6,227
| New | +$508K | 0.13% | 159 |
|
|
2024
Q1 | – | Sell |
-5,361
| Closed | -$440K | – | 303 |
|
|
2023
Q4 | $440K | Sell |
5,361
-64
| -1% | -$5.25K | 0.12% | 164 |
|
|
2023
Q3 | $439K | Buy |
+5,425
| New | +$439K | 0.12% | 162 |
|
|
2023
Q2 | – | Sell |
-10,731
| Closed | -$882K | – | 199 |
|
|
2023
Q1 | $882K | Buy |
+10,731
| New | +$882K | 0.24% | 91 |
|