Shira Ridge Wealth Management’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 | $3.64M | Sell |
43,930
-1,859
| -4% | -$154K | 1.66% | 18 |
|
|
2025
Q1 | $3.79M | Sell |
45,789
-1,081
| -2% | -$89.4K | 1.89% | 17 |
|
|
2024
Q4 | $3.84M | Buy |
46,870
+26,155
| +126% | +$2.14M | 1.88% | 16 |
|
|
2024
Q3 | $1.72M | Buy |
20,715
+9,661
| +87% | +$803K | 0.88% | 24 |
|
|
2024
Q2 | $903K | Sell |
11,054
-2,541
| -19% | -$207K | 0.5% | 32 |
|
|
2024
Q1 | $1.11M | Sell |
13,595
-2,813
| -17% | -$230K | 0.64% | 27 |
|
|
2023
Q4 | $1.35M | Sell |
16,408
-7,053
| -30% | -$579K | 0.81% | 25 |
|
|
2023
Q3 | $1.9M | Sell |
23,461
-11,847
| -34% | -$959K | 1.25% | 22 |
|
|
2023
Q2 | $2.86M | Sell |
35,308
-4,720
| -12% | -$383K | 1.79% | 17 |
|
|
2023
Q1 | $3.29M | Sell |
40,028
-12,974
| -24% | -$1.07M | 2.17% | 16 |
|
|
2022
Q4 | $4.3M | Buy |
+53,002
| New | +$4.3M | 2.96% | 12 |
|