Sequent Planning’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 | $5.7M | Buy |
68,841
+3,033
| +5% | +$251K | 1.81% | 12 |
|
|
2025
Q1 | $5.44M | Buy |
65,808
+6,825
| +12% | +$565K | 1.96% | 9 |
|
|
2024
Q4 | $4.84M | Sell |
58,983
-5,613
| -9% | -$460K | 1.77% | 14 |
|
|
2024
Q3 | $5.37M | Sell |
64,596
-10,023
| -13% | -$833K | 1.85% | 10 |
|
|
2024
Q2 | $6.07M | Sell |
74,619
-275
| -0.4% | -$22.4K | 2.08% | 9 |
|
|
2024
Q1 | $6.12M | Buy |
+74,894
| New | +$6.12M | 2.22% | 7 |
|