RWA Wealth Partners’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
Q1 | – | Sell |
-131,439
| Closed | -$10.8M | – | 575 |
|
|
2024
Q4 | $10.8M | Buy |
131,439
+127,895
| +3,609% | +$10.5M | 0.13% | 98 |
|
|
2024
Q3 | $295K | Sell |
3,544
-134,880
| -97% | -$11.2M | ﹤0.01% | 477 |
|
|
2024
Q2 | $11.3M | Buy |
138,424
+128,285
| +1,265% | +$10.5M | 0.15% | 88 |
|
|
2024
Q1 | $829K | Buy |
10,139
+3,737
| +58% | +$306K | 0.01% | 332 |
|
|
2023
Q4 | $525K | Buy |
6,402
+1,623
| +34% | +$133K | 0.01% | 374 |
|
|
2023
Q3 | $387K | Buy |
4,779
+46
| +1% | +$3.73K | 0.01% | 297 |
|
|
2023
Q2 | $384K | Buy |
4,733
+1,084
| +30% | +$87.9K | 0.01% | 256 |
|
|
2023
Q1 | $300K | Hold |
3,649
| – | – | 0.01% | 211 |
|
|
2022
Q4 | $298K | Sell |
3,649
-30
| -0.8% | -$2.45K | 0.01% | 217 |
|
|
2022
Q3 | $299K | Buy |
3,679
+26
| +0.7% | +$2.11K | 0.02% | 197 |
|
|
2022
Q2 | $302K | Sell |
3,653
-2,516
| -41% | -$208K | 0.02% | 191 |
|
|
2022
Q1 | $514K | Buy |
+6,169
| New | +$514K | 0.03% | 161 |
|