Pasadena Private Wealth’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 | $370K | Sell |
4,470
-320
| -7% | -$26.5K | 0.06% | 129 |
|
|
2025
Q1 | $396K | Sell |
4,790
-940
| -16% | -$77.8K | 0.08% | 117 |
|
|
2024
Q4 | $470K | Buy |
5,730
+300
| +6% | +$24.6K | 0.1% | 94 |
|
|
2024
Q3 | $452K | Buy |
+5,430
| New | +$452K | 0.1% | 91 |
|
|
2022
Q1 | – | Sell |
-72,401
| Closed | -$6.19M | – | 113 |
|
|
2021
Q4 | $6.19M | Buy |
+72,401
| New | +$6.19M | 2.03% | 11 |
|