Resurgent Financial 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 | $232K | Buy |
+2,803
| New | +$232K | 0.13% | 170 |
|
|
2024
Q1 | – | Sell |
-904
| Closed | -$74.2K | – | 426 |
|
|
2023
Q4 | $74.2K | Sell |
904
-927
| -51% | -$76.1K | 0.05% | 277 |
|
|
2023
Q3 | $148K | Buy |
1,831
+1,375
| +302% | +$111K | 0.1% | 182 |
|
|
2023
Q2 | $37K | Sell |
456
-671
| -60% | -$54.4K | 0.02% | 377 |
|
|
2023
Q1 | $92.6K | Sell |
1,127
-194
| -15% | -$15.9K | 0.06% | 236 |
|
|
2022
Q4 | $107K | Buy |
+1,321
| New | +$107K | 0.06% | 292 |
|