Prosperity Capital Advisors’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
-21,498
Closed -$1.77M 352
2025
Q1
$1.77M Buy
+21,498
New +$1.77M 0.14% 111
2024
Q4
Sell
-35,842
Closed -$2.98M 362
2024
Q3
$2.98M Buy
+35,842
New +$2.98M 0.25% 80
2023
Q3
Sell
-21,765
Closed -$1.76M 252
2023
Q2
$1.76M Buy
21,765
+2,087
+11% +$169K 0.25% 63
2023
Q1
$1.62M Buy
+19,678
New +$1.62M 0.25% 60