OWP
SHY icon

ORG Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

ORG Wealth Partners’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$90.4K Buy
1,096
+236
+27% +$19.5K 0.02% 262
2025
Q1 		$70.9K Sell
860
-184
-18% -$15.2K 0.02% 321
2024
Q4 		$85.6K Sell
1,044
-561
-35% -$46K 0.03% 188
2024
Q3 		$133K Buy
+1,605
New +$133K 0.04% 153