Market Street Wealth Management Advisors’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 | $228K | Buy |
2,750
+10
| +0.4% | +$829 | 0.04% | 96 |
|
|
2025
Q1 | $227K | Buy |
2,740
+48
| +2% | +$3.97K | 0.04% | 93 |
|
|
2024
Q4 | $221K | Buy |
2,692
+69
| +3% | +$5.66K | 0.04% | 95 |
|
|
2024
Q3 | $218K | Buy |
+2,623
| New | +$218K | 0.04% | 93 |
|
|
2023
Q3 | – | Sell |
-158,114
| Closed | -$12.8M | – | 95 |
|
|
2023
Q2 | $12.8M | Buy |
158,114
+28,086
| +22% | +$2.28M | 3.25% | 11 |
|
|
2023
Q1 | $10.7M | Buy |
130,028
+123,870
| +2,012% | +$10.2M | 2.81% | 11 |
|
|
2022
Q4 | $500K | Sell |
6,158
-2,093
| -25% | -$170K | 0.14% | 73 |
|
|
2022
Q3 | $670K | Sell |
8,251
-5,473
| -40% | -$444K | 0.21% | 63 |
|
|
2022
Q2 | $1.14M | Buy |
+13,724
| New | +$1.14M | 0.35% | 56 |
|