New Insight 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
Q2
$2.99M Buy
36,044
+2,699
+8% +$224K 1.23% 21
2025
Q1
$2.76M Buy
33,345
+2,560
+8% +$212K 1.25% 22
2024
Q4
$2.52M Buy
30,785
+2,820
+10% +$231K 1.26% 20
2024
Q3
$2.33M Buy
+27,965
New +$2.33M 1.22% 20