Stapp 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 | $354K | Hold |
4,275
| – | – | 0.51% | 22 |
|
|
2025
Q1 | $354K | Hold |
4,275
| – | – | 0.54% | 20 |
|
|
2024
Q4 | $350K | Hold |
4,275
| – | – | 0.55% | 16 |
|
|
2024
Q3 | $355K | Hold |
4,275
| – | – | 0.57% | 16 |
|
|
2024
Q2 | $349K | Hold |
4,275
| – | – | 0.61% | 16 |
|
|
2024
Q1 | $350K | Hold |
4,275
| – | – | 0.61% | 16 |
|
|
2023
Q4 | $351K | Hold |
4,275
| – | – | 0.59% | 20 |
|
|
2023
Q3 | $346K | Hold |
4,275
| – | – | 0.67% | 20 |
|
|
2023
Q2 | $347K | Hold |
4,275
| – | – | 0.69% | 19 |
|
|
2023
Q1 | $351K | Buy |
+4,275
| New | +$351K | 0.48% | 18 |
|