Perfromance Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
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2025
Q1 | $3.42M | Buy |
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|
2024
Q4 | $3.38M | Sell |
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|
2024
Q3 | $3.5M | Sell |
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|
2024
Q2 | $3.64M | Sell |
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|
2024
Q1 | $4.27M | Sell |
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|
2023
Q4 | $4.38M | Buy |
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|
2023
Q3 | $4.29M | Buy |
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|
2023
Q2 | $3.85M | Buy |
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|
2023
Q1 | $3.56M | Buy |
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|
2022
Q4 | $2.66M | Buy |
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|
2022
Q3 | $2.34M | Buy |
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|
2022
Q2 | $2.25M | Buy |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $1.35M | Buy |
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