Presilium Private Wealth’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 | $3.04M | Sell |
36,704
-2,248
| -6% | -$186K | 0.62% | 18 |
|
|
2025
Q1 | $3.22M | Sell |
38,952
-1,180
| -3% | -$97.6K | 0.72% | 18 |
|
|
2024
Q4 | $3.29M | Sell |
40,132
-240
| -0.6% | -$19.7K | 0.76% | 23 |
|
|
2024
Q3 | $3.36M | Sell |
40,372
-706
| -2% | -$58.7K | 0.77% | 23 |
|
|
2024
Q2 | $3.35M | Sell |
41,078
-634
| -2% | -$51.8K | 0.85% | 22 |
|
|
2024
Q1 | $3.41M | Sell |
41,712
-611
| -1% | -$50K | 0.9% | 22 |
|
|
2023
Q4 | $3.47M | Buy |
+42,323
| New | +$3.47M | 0.99% | 22 |
|