Rooted Wealth 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 | $1.7M | Buy |
20,645
+1,863
| +10% | +$154K | 0.59% | 33 |
|
|
2025
Q1 | $1.55M | Sell |
18,782
-327
| -2% | -$27K | 0.67% | 32 |
|
|
2024
Q4 | $1.57M | Buy |
19,109
+1,638
| +9% | +$134K | 0.61% | 32 |
|
|
2024
Q3 | $1.44M | Sell |
17,471
-167
| -0.9% | -$13.8K | 0.64% | 30 |
|
|
2024
Q2 | $1.45M | Buy |
17,638
+98
| +0.6% | +$8.03K | 0.64% | 33 |
|
|
2024
Q1 | $1.43M | Buy |
17,540
+1,085
| +7% | +$88.3K | 0.7% | 30 |
|
|
2023
Q4 | $1.35M | Buy |
16,455
+1,112
| +7% | +$91.1K | 0.7% | 31 |
|
|
2023
Q3 | $1.25M | Buy |
15,343
+1,766
| +13% | +$144K | 0.77% | 31 |
|
|
2023
Q2 | $1.1M | Buy |
13,577
+1,779
| +15% | +$144K | 0.74% | 28 |
|
|
2023
Q1 | $967K | Buy |
11,798
+1,489
| +14% | +$122K | 0.72% | 33 |
|
|
2022
Q4 | $837K | Buy |
+10,309
| New | +$837K | 0.7% | 37 |
|