Midwest Heritage Bank’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 | $6.44M | Buy |
77,776
+2,580
| +3% | +$214K | 2.42% | 12 |
|
|
2025
Q1 | $6.22M | Buy |
75,196
+10,528
| +16% | +$871K | 2.56% | 12 |
|
|
2024
Q4 | $5.3M | Sell |
64,668
-4,584
| -7% | -$376K | 2.46% | 13 |
|
|
2024
Q3 | $5.76M | Buy |
69,252
+1,261
| +2% | +$105K | 2.69% | 10 |
|
|
2024
Q2 | $5.55M | Buy |
67,991
+4,769
| +8% | +$389K | 2.81% | 10 |
|
|
2024
Q1 | $5.17M | Buy |
63,222
+11,378
| +22% | +$930K | 2.72% | 12 |
|
|
2023
Q4 | $4.25M | Sell |
51,844
-1,055
| -2% | -$86.6K | 2.89% | 11 |
|
|
2023
Q3 | $4.28M | Sell |
52,899
-773
| -1% | -$62.6K | 3.22% | 8 |
|
|
2023
Q2 | $4.35M | Buy |
53,672
+3,732
| +7% | +$303K | 3.3% | 8 |
|
|
2023
Q1 | $4.1M | Buy |
49,940
+12,045
| +32% | +$990K | 3.3% | 7 |
|
|
2022
Q4 | $3.08M | Buy |
37,895
+1,543
| +4% | +$125K | 2.98% | 11 |
|
|
2022
Q3 | $2.95M | Sell |
36,352
-2,529
| -7% | -$205K | 3.09% | 10 |
|
|
2022
Q2 | $3.22M | Sell |
38,881
-4,553
| -10% | -$377K | 2.91% | 10 |
|
|
2022
Q1 | $3.62M | Buy |
43,434
+12,230
| +39% | +$1.02M | 2.84% | 11 |
|
|
2021
Q4 | $2.67M | Buy |
+31,204
| New | +$2.67M | 2.59% | 13 |
|