NewEdge Wealth’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 | $581K | Sell |
7,029
-2,692
| -28% | -$222K | 0.01% | 666 |
|
|
2025
Q1 | $804K | Sell |
9,721
-226
| -2% | -$18.7K | 0.01% | 524 |
|
|
2024
Q4 | $815K | Buy |
9,947
+675
| +7% | +$55.3K | 0.01% | 526 |
|
|
2024
Q3 | $771K | Buy |
9,272
+5,765
| +164% | +$479K | 0.01% | 518 |
|
|
2024
Q2 | $286K | Buy |
3,507
+590
| +20% | +$48.2K | 0.01% | 651 |
|
|
2024
Q1 | $237K | Buy |
+2,917
| New | +$237K | 0.01% | 722 |
|