Modern 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 | $38.5M | Buy |
464,347
+72,128
| +18% | +$5.98M | 0.96% | 21 |
|
|
2025
Q1 | $32.4M | Buy |
392,219
+20,832
| +6% | +$1.72M | 1.04% | 20 |
|
|
2024
Q4 | $30.4M | Buy |
371,387
+283,716
| +324% | +$23.3M | 1.14% | 20 |
|
|
2024
Q3 | $7.29M | Buy |
87,671
+5,104
| +6% | +$424K | 0.45% | 45 |
|
|
2024
Q2 | $6.74M | Buy |
82,567
+22,436
| +37% | +$1.83M | 0.5% | 38 |
|
|
2024
Q1 | $4.92M | Buy |
60,131
+47,671
| +383% | +$3.9M | 0.46% | 33 |
|
|
2023
Q4 | $1.02M | Buy |
+12,460
| New | +$1.02M | 0.13% | 61 |
|