Midland Wealth 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
Q1 | – | Sell |
-4,983
| Closed | -$409K | – | 190 |
|
|
2024
Q4 | $409K | Hold |
4,983
| – | – | 0.02% | 141 |
|
|
2024
Q3 | $414K | Sell |
4,983
-11,256
| -69% | -$936K | 0.02% | 147 |
|
|
2024
Q2 | $1.33M | Buy |
16,239
+7,371
| +83% | +$602K | 0.08% | 68 |
|
|
2024
Q1 | $725K | Hold |
8,868
| – | – | 0.04% | 113 |
|
|
2023
Q4 | $728K | Buy |
+8,868
| New | +$728K | 0.05% | 110 |
|