Premier Path 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 | $9.44M | Buy |
113,984
+3,452
| +3% | +$286K | 1.31% | 15 |
|
|
2025
Q1 | $9.14M | Buy |
110,532
+7,945
| +8% | +$657K | 1.42% | 12 |
|
|
2024
Q4 | $8.41M | Buy |
102,587
+5,977
| +6% | +$490K | 1.28% | 14 |
|
|
2024
Q3 | $8.03M | Buy |
96,610
+7,482
| +8% | +$622K | 1.27% | 14 |
|
|
2024
Q2 | $7.28M | Buy |
89,128
+2,732
| +3% | +$223K | 1.24% | 14 |
|
|
2024
Q1 | $6.92M | Buy |
86,396
+84,328
| +4,078% | +$6.76M | 1.3% | 13 |
|
|
2023
Q4 | $393K | Buy |
+2,068
| New | +$393K | 0.09% | 219 |
|