Lyell 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 | $301K | Sell |
3,637
-175
| -5% | -$14.5K | 0.02% | 180 |
|
|
2025
Q1 | $315K | Sell |
3,812
-674
| -15% | -$55.8K | 0.03% | 167 |
|
|
2024
Q4 | $368K | Sell |
4,486
-163
| -4% | -$13.4K | 0.03% | 157 |
|
|
2024
Q3 | $387K | Buy |
4,649
+1,564
| +51% | +$130K | 0.04% | 159 |
|
|
2024
Q2 | $252K | Hold |
3,085
| – | – | 0.02% | 181 |
|
|
2024
Q1 | $252K | Sell |
3,085
-375
| -11% | -$30.7K | 0.03% | 177 |
|
|
2023
Q4 | $284K | Buy |
+3,460
| New | +$284K | 0.03% | 166 |
|
|
2023
Q3 | – | Sell |
-6,840
| Closed | -$555K | – | 184 |
|
|
2023
Q2 | $555K | Sell |
6,840
-6,985
| -51% | -$566K | 0.07% | 128 |
|
|
2023
Q1 | $1.14M | Buy |
13,825
+10,700
| +342% | +$879K | 0.16% | 101 |
|
|
2022
Q4 | $254K | Sell |
3,125
-62
| -2% | -$5.03K | 0.04% | 171 |
|
|
2022
Q3 | $259K | Buy |
3,187
+162
| +5% | +$13.2K | 0.04% | 165 |
|
|
2022
Q2 | $250K | Buy |
+3,025
| New | +$250K | 0.04% | 168 |
|