Principle 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 | $428K | Buy |
+5,167
| New | +$428K | 0.03% | 246 |
|
|
2024
Q2 | – | Sell |
-18,352
| Closed | -$1.5M | – | 340 |
|
|
2024
Q1 | $1.5M | Buy |
18,352
+1,365
| +8% | +$112K | 0.12% | 134 |
|
|
2023
Q4 | $1.39M | Buy |
+16,987
| New | +$1.39M | 0.12% | 135 |
|
|
2020
Q3 | – | Sell |
-895
| Closed | -$78K | – | 379 |
|
|
2020
Q2 | $78K | Buy |
+895
| New | +$78K | 0.02% | 236 |
|