New Capital Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$331K Hold
2025
Q1
$331K Sell
2024
Q4
$2.95M Sell
2024
Q3
$3M Buy
2024
Q2
$2.92M Sell
2024
Q1
$3M Sell
2023
Q4
$3.23M Sell
2023
Q3
$10M Buy
2023
Q1
$7.88M Buy
2022
Q4
$5.67M Buy
2022
Q3
$361K Buy