Spartan Planning & 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 | $4.66M | Sell |
56,198
-52,759
| -48% | -$4.37M | 3.99% | 7 |
|
|
2025
Q1 | $9.01M | Buy |
+108,957
| New | +$9.01M | 8.74% | 1 |
|
|
2023
Q4 | $4.17M | Buy |
50,828
+50,824
| +1,270,600% | +$4.17M | 4.44% | 7 |
|
|
2023
Q3 | $324 | Buy |
+4
| New | +$324 | ﹤0.01% | 131 |
|
|
2022
Q4 | $325 | Hold |
4
| – | – | ﹤0.01% | 143 |
|
|
2022
Q3 | $0 | Sell |
4
-16,070
| -100% | – | ﹤0.01% | 113 |
|
|
2022
Q2 | $1.33M | Buy |
16,074
+15,499
| +2,695% | +$1.28M | 1.78% | 7 |
|
|
2022
Q1 | $48K | Buy |
+575
| New | +$48K | 0.06% | 87 |
|