Onyx Bridge Wealth Group’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 | $426K | Sell |
5,140
-157
| -3% | -$13K | 0.06% | 188 |
|
|
2025
Q1 | $438K | Sell |
5,297
-461
| -8% | -$38.1K | 0.06% | 173 |
|
|
2024
Q4 | $472K | Sell |
5,758
-8
| -0.1% | -$656 | 0.07% | 165 |
|
|
2024
Q3 | $479K | Sell |
5,766
-376
| -6% | -$31.3K | 0.07% | 164 |
|
|
2024
Q2 | $501K | Buy |
6,142
+78
| +1% | +$6.37K | 0.08% | 147 |
|
|
2024
Q1 | $492K | Sell |
6,064
-556
| -8% | -$45.2K | 0.09% | 150 |
|
|
2023
Q4 | $543K | Sell |
6,620
-1,083
| -14% | -$88.9K | 0.11% | 124 |
|
|
2023
Q3 | $624K | Buy |
7,703
+871
| +13% | +$70.5K | 0.15% | 112 |
|
|
2023
Q2 | $554K | Buy |
6,832
+712
| +12% | +$57.7K | 0.13% | 118 |
|
|
2023
Q1 | $503K | Buy |
6,120
+1,105
| +22% | +$90.8K | 0.2% | 90 |
|
|
2022
Q4 | $409K | Sell |
5,015
-13,235
| -73% | -$1.08M | 0.17% | 92 |
|
|
2022
Q3 | $1.48M | Buy |
+18,250
| New | +$1.48M | 0.68% | 21 |
|