Simplicity Wealth’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 | $1.16M | Sell |
13,980
-8,019
| -36% | -$664K | 0.05% | 303 |
|
|
2025
Q1 | $1.82M | Buy |
21,999
+13,234
| +151% | +$1.09M | 0.14% | 163 |
|
|
2024
Q4 | $719K | Buy |
+8,765
| New | +$719K | 0.15% | 121 |
|
|
2024
Q3 | – | Sell |
-643,750
| Closed | -$52.6M | – | 1079 |
|
|
2024
Q2 | $52.6M | Sell |
643,750
-68,848
| -10% | -$5.62M | 1.19% | 16 |
|
|
2024
Q1 | $58.3M | Buy |
+712,598
| New | +$58.3M | 1.39% | 14 |
|