PWM
Palumbo Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
20,851
-7,227
| -26% | -$599K | 0.54% | 46 |
|
|
2025
Q1 | $2.32M | Buy |
28,078
+17,542
| +166% | +$1.45M | 0.78% | 38 |
|
|
2024
Q4 | $864K | Buy |
10,536
+3,207
| +44% | +$263K | 0.32% | 61 |
|
|
2024
Q3 | $609K | Buy |
7,329
+3,973
| +118% | +$330K | 0.24% | 75 |
|
|
2024
Q2 | $274K | Buy |
+3,356
| New | +$274K | 0.12% | 108 |
|
|
2021
Q4 | – | Sell |
-11,660
| Closed | -$1.01M | – | 100 |
|
|
2021
Q3 | $1.01M | Sell |
11,660
-1,460
| -11% | -$126K | 0.66% | 25 |
|
|
2021
Q2 | $1.13M | Buy |
13,120
+1,296
| +11% | +$112K | 0.76% | 27 |
|
|
2021
Q1 | $1.02M | Buy |
11,824
+3,918
| +50% | +$338K | 0.77% | 26 |
|
|
2020
Q4 | $683K | Buy |
+7,906
| New | +$683K | 0.55% | 39 |
|