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 |
|