Prepared Retirement Institute’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 | $4.43M | Buy |
53,476
+779
| +1% | +$64.5K | 2.61% | 14 |
|
|
2025
Q1 | $4.36M | Sell |
52,697
-9,181
| -15% | -$760K | 2.78% | 13 |
|
|
2024
Q4 | $5.07M | Buy |
61,878
+2,949
| +5% | +$242K | 2.9% | 12 |
|
|
2024
Q3 | $4.9M | Sell |
58,929
-634
| -1% | -$52.7K | 2.97% | 9 |
|
|
2024
Q2 | $4.86M | Sell |
59,563
-1,644
| -3% | -$134K | 3.22% | 9 |
|
|
2024
Q1 | $5.01M | Buy |
61,207
+4,408
| +8% | +$360K | 3.74% | 9 |
|
|
2023
Q4 | $4.66M | Buy |
+56,799
| New | +$4.66M | 3.49% | 9 |
|