NewSquare Capital’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 | $24.7K | Hold |
298
| – | – | ﹤0.01% | 434 |
|
|
2025
Q1 | $24.7K | Buy |
+298
| New | +$24.7K | ﹤0.01% | 314 |
|
|
2023
Q1 | – | Sell |
-75
| Closed | -$6.09K | – | 956 |
|
|
2022
Q4 | $6.09K | Sell |
75
-5
| -6% | -$406 | ﹤0.01% | 349 |
|
|
2022
Q3 | $6K | Hold |
80
| – | – | ﹤0.01% | 296 |
|
|
2022
Q2 | $7K | Hold |
80
| – | – | ﹤0.01% | 266 |
|
|
2022
Q1 | $7K | Buy |
80
+75
| +1,500% | +$6.56K | ﹤0.01% | 285 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 394 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 385 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 376 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 363 |
|
|
2020
Q4 | $0 | Sell |
5
-60
| -92% | – | ﹤0.01% | 391 |
|
|
2020
Q3 | $6K | Hold |
65
| – | – | ﹤0.01% | 256 |
|
|
2020
Q2 | $6K | Hold |
65
| – | – | ﹤0.01% | 252 |
|
|
2020
Q1 | $6K | Sell |
65
-134,634
| -100% | -$12.4M | ﹤0.01% | 268 |
|
|
2019
Q4 | $11.4M | Buy |
134,699
+2,620
| +2% | +$222K | 1.89% | 17 |
|
|
2019
Q3 | $11.2M | Sell |
132,079
-1,185
| -0.9% | -$101K | 2.03% | 16 |
|
|
2019
Q2 | $11.3M | Buy |
133,264
+443
| +0.3% | +$37.6K | 2.06% | 16 |
|
|
2019
Q1 | $11.2M | Buy |
132,821
+1,375
| +1% | +$116K | 2.13% | 16 |
|
|
2018
Q4 | $11M | Buy |
+131,446
| New | +$11M | 2.32% | 15 |
|