Marks Wealth’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 | – | Sell |
-429,648
| Closed | -$35.5M | – | 24 |
|
|
2025
Q1 | $35.5M | Buy |
+429,648
| New | +$35.5M | 13.05% | 2 |
|
|
2023
Q1 | – | Sell |
-97,164
| Closed | -$7.89M | – | 10 |
|
|
2022
Q4 | $7.89M | Sell |
97,164
-307,100
| -76% | -$24.9M | 32.95% | 1 |
|
|
2022
Q3 | $32.8M | Buy |
+404,264
| New | +$32.8M | 49.28% | 1 |
|