Moulton 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
Q1 | – | Sell |
-13,554
| Closed | -$1.11M | – | 43 |
|
|
2024
Q4 | $1.11M | Buy |
13,554
+2,593
| +24% | +$213K | 0.85% | 26 |
|
|
2024
Q3 | $904K | Buy |
10,961
+2,024
| +23% | +$167K | 0.75% | 27 |
|
|
2024
Q2 | $730K | Buy |
8,937
+154
| +2% | +$12.6K | 0.66% | 25 |
|
|
2024
Q1 | $718K | Sell |
8,783
-234
| -3% | -$19.1K | 0.75% | 19 |
|
|
2023
Q4 | $739K | Buy |
+9,017
| New | +$739K | 0.95% | 12 |
|
|
2022
Q3 | – | Sell |
-61,574
| Closed | -$5.12M | – | 17 |
|
|
2022
Q2 | $5.12M | Hold |
61,574
| – | – | 5.33% | 7 |
|
|
2022
Q1 | $5.12M | Buy |
+61,574
| New | +$5.12M | 5.33% | 7 |
|
|
2020
Q4 | – | Sell |
-243,045
| Closed | -$21M | – | 26 |
|
|
2020
Q3 | $21M | Sell |
243,045
-355
| -0.1% | -$30.7K | 23.02% | 1 |
|
|
2020
Q2 | $21.1M | Buy |
243,400
+924
| +0.4% | +$80K | 26.6% | 1 |
|
|
2020
Q1 | $21M | Buy |
242,476
+199,731
| +467% | +$17.3M | 34.37% | 1 |
|
|
2019
Q4 | $3.62M | Buy |
+42,745
| New | +$3.62M | 2.99% | 11 |
|