ORG Partners’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 | $944K | Sell |
11,420
-7,284
| -39% | -$602K | 0.2% | 105 |
|
|
2025
Q1 | $1.54M | Sell |
18,704
-18,999
| -50% | -$1.57M | 0.38% | 55 |
|
|
2024
Q4 | $3.09M | Buy |
37,703
+2,049
| +6% | +$168K | 0.42% | 52 |
|
|
2024
Q3 | $2.97M | Buy |
35,654
+15,418
| +76% | +$1.28M | 0.47% | 45 |
|
|
2024
Q2 | $1.65M | Buy |
+20,236
| New | +$1.65M | 0.2% | 99 |
|
|
2024
Q1 | – | Sell |
-16,293
| Closed | -$1.34M | – | 1012 |
|
|
2023
Q4 | $1.34M | Buy |
16,293
+13,346
| +453% | +$1.1M | 0.22% | 90 |
|
|
2023
Q3 | $239K | Sell |
2,947
-8,916
| -75% | -$722K | 0.07% | 259 |
|
|
2023
Q2 | $960K | Buy |
+11,863
| New | +$960K | 0.16% | 126 |
|