New Century Financial Group’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 | – | Sell |
-2,427
| Closed | -$201K | – | 143 |
|
|
2025
Q1 | $201K | Sell |
2,427
-7,402
| -75% | -$612K | 0.23% | 128 |
|
|
2024
Q4 | $806K | Sell |
9,829
-204
| -2% | -$16.7K | 0.34% | 78 |
|
|
2024
Q3 | $834K | Sell |
10,033
-27
| -0.3% | -$2.25K | 0.31% | 98 |
|
|
2024
Q2 | $821K | Buy |
10,060
+1,226
| +14% | +$100K | 0.35% | 85 |
|
|
2024
Q1 | $722K | Sell |
8,834
-12,437
| -58% | -$1.02M | 0.5% | 66 |
|
|
2023
Q4 | $1.75M | Buy |
+21,271
| New | +$1.75M | 1.51% | 8 |
|