Priebe Wealth Holdings’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 | – | Sell |
-3,122
| Closed | -$258K | – | 73 |
|
|
2025
Q1 | $258K | Sell |
3,122
-5,304
| -63% | -$439K | 0.16% | 64 |
|
|
2024
Q4 | $691K | Sell |
8,426
-530
| -6% | -$43.4K | 0.47% | 30 |
|
|
2024
Q3 | $745K | Buy |
8,956
+630
| +8% | +$52.4K | 0.54% | 25 |
|
|
2024
Q2 | $680K | Buy |
8,326
+574
| +7% | +$46.9K | 0.54% | 26 |
|
|
2024
Q1 | $634K | Buy |
7,752
+725
| +10% | +$59.3K | 0.49% | 27 |
|
|
2023
Q4 | $576K | Buy |
+7,027
| New | +$576K | 0.47% | 32 |
|