Portside Wealth Group’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 | $1.61M | Buy |
19,423
+14,418
| +288% | +$1.19M | 0.24% | 97 |
|
|
2025
Q1 | $414K | Sell |
5,005
-2,141
| -30% | -$177K | 0.07% | 255 |
|
|
2024
Q4 | $586K | Buy |
+7,146
| New | +$586K | 0.1% | 206 |
|
|
2024
Q3 | – | Sell |
-21,902
| Closed | -$1.79M | – | 399 |
|
|
2024
Q2 | $1.79M | Sell |
21,902
-24,526
| -53% | -$2M | 0.34% | 77 |
|
|
2024
Q1 | $3.8M | Buy |
46,428
+14,021
| +43% | +$1.15M | 0.7% | 32 |
|
|
2023
Q4 | $2.66M | Sell |
32,407
-44,382
| -58% | -$3.64M | 0.5% | 56 |
|
|
2023
Q3 | $6.22M | Buy |
+76,789
| New | +$6.22M | 1.17% | 17 |
|