Navis 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 |
-2,588
| Closed | -$212K | – | 108 |
|
|
2024
Q4 | $212K | Sell |
2,588
-242
| -9% | -$19.8K | 0.23% | 90 |
|
|
2024
Q3 | $235K | Sell |
2,830
-83
| -3% | -$6.9K | 0.25% | 90 |
|
|
2024
Q2 | $238K | Buy |
+2,913
| New | +$238K | 0.27% | 86 |
|
|
2023
Q2 | – | Sell |
-2,920
| Closed | -$240K | – | 90 |
|
|
2023
Q1 | $240K | Buy |
+2,920
| New | +$240K | 0.26% | 75 |
|