Northwest Capital Management’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 | $46.1K | Sell |
556
-800
| -59% | -$66.3K | 0.02% | 171 |
|
|
2025
Q1 | $112K | Hold |
1,356
| – | – | 0.05% | 146 |
|
|
2024
Q4 | $111K | Sell |
1,356
-183
| -12% | -$15K | 0.05% | 142 |
|
|
2024
Q3 | $128K | Hold |
1,539
| – | – | 0.05% | 137 |
|
|
2024
Q2 | $126K | Sell |
1,539
-6,045
| -80% | -$494K | 0.05% | 134 |
|
|
2024
Q1 | $620K | Buy |
7,584
+98
| +1% | +$8.01K | 0.2% | 65 |
|
|
2023
Q4 | $614K | Sell |
7,486
-274
| -4% | -$22.5K | 0.21% | 61 |
|
|
2023
Q3 | $628K | Sell |
7,760
-5,813
| -43% | -$471K | 0.24% | 57 |
|
|
2023
Q2 | $1.1M | Buy |
13,573
+1,121
| +9% | +$90.9K | 0.46% | 44 |
|
|
2023
Q1 | $1.02M | Buy |
+12,452
| New | +$1.02M | 0.5% | 44 |
|