Noble Family 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 | $2.38M | Sell |
28,737
-762
| -3% | -$63.1K | 0.58% | 27 |
|
|
2025
Q1 | $2.44M | Sell |
29,499
-2,303
| -7% | -$191K | 0.67% | 25 |
|
|
2024
Q4 | $2.61M | Sell |
31,802
-2,829
| -8% | -$232K | 0.72% | 25 |
|
|
2024
Q3 | $2.88M | Sell |
34,631
-2,768
| -7% | -$230K | 0.77% | 25 |
|
|
2024
Q2 | $3.05M | Sell |
37,399
-1,937
| -5% | -$158K | 0.88% | 25 |
|
|
2024
Q1 | $3.22M | Sell |
39,336
-1,874
| -5% | -$153K | 0.92% | 23 |
|
|
2023
Q4 | $3.38M | Sell |
41,210
-1,510
| -4% | -$124K | 1.02% | 21 |
|
|
2023
Q3 | $3.46M | Sell |
42,720
-8,250
| -16% | -$668K | 1.17% | 21 |
|
|
2023
Q2 | $4.13M | Sell |
50,970
-1,289
| -2% | -$105K | 1.34% | 18 |
|
|
2023
Q1 | $4.29M | Buy |
+52,259
| New | +$4.29M | 1.46% | 18 |
|