Resonant 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 | $384K | Hold |
4,635
| – | – | 0.02% | 282 |
|
|
2025
Q1 | $383K | Sell |
4,635
-352
| -7% | -$29.1K | 0.03% | 248 |
|
|
2024
Q4 | $409K | Hold |
4,987
| – | – | 0.03% | 228 |
|
|
2024
Q3 | $415K | Hold |
4,987
| – | – | 0.03% | 226 |
|
|
2024
Q2 | $407K | Sell |
4,987
-1,230
| -20% | -$100K | 0.03% | 219 |
|
|
2024
Q1 | $508K | Sell |
6,217
-4,285
| -41% | -$350K | 0.04% | 201 |
|
|
2023
Q4 | $862K | Buy |
+10,502
| New | +$862K | 0.08% | 143 |
|