Perfromance Wealth 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 | $3.43M | Buy |
41,421
+107
| +0.3% | +$8.87K | 0.11% | 34 |
|
|
2025
Q1 | $3.42M | Buy |
41,314
+102
| +0.2% | +$8.44K | 0.12% | 30 |
|
|
2024
Q4 | $3.38M | Sell |
41,212
-831
| -2% | -$68.1K | 0.11% | 32 |
|
|
2024
Q3 | $3.5M | Sell |
42,043
-2,509
| -6% | -$209K | 0.12% | 30 |
|
|
2024
Q2 | $3.64M | Sell |
44,552
-7,681
| -15% | -$627K | 0.13% | 28 |
|
|
2024
Q1 | $4.27M | Sell |
52,233
-1,193
| -2% | -$97.6K | 0.18% | 37 |
|
|
2023
Q4 | $4.38M | Buy |
53,426
+466
| +0.9% | +$38.2K | 0.19% | 40 |
|
|
2023
Q3 | $4.29M | Buy |
52,960
+5,339
| +11% | +$432K | 0.21% | 41 |
|
|
2023
Q2 | $3.85M | Buy |
47,621
+4,308
| +10% | +$348K | 0.18% | 43 |
|
|
2023
Q1 | $3.56M | Buy |
43,313
+10,582
| +32% | +$869K | 0.18% | 42 |
|
|
2022
Q4 | $2.66M | Buy |
32,731
+3,948
| +14% | +$320K | 0.16% | 44 |
|
|
2022
Q3 | $2.34M | Buy |
28,783
+1,568
| +6% | +$127K | 0.14% | 43 |
|
|
2022
Q2 | $2.25M | Buy |
27,215
+2,972
| +12% | +$246K | 0.13% | 47 |
|
|
2022
Q1 | $2.02M | Buy |
24,243
+8,424
| +53% | +$702K | 0.09% | 54 |
|
|
2021
Q4 | $1.35M | Buy |
+15,819
| New | +$1.35M | 0.05% | 72 |
|