SteelPeak 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 | – | Sell |
-2,757
| Closed | -$228K | – | 558 |
|
|
2025
Q1 | $228K | Sell |
2,757
-1,728
| -39% | -$143K | 0.01% | 443 |
|
|
2024
Q4 | $368K | Buy |
4,485
+884
| +25% | +$72.5K | 0.01% | 357 |
|
|
2024
Q3 | $299K | Buy |
+3,601
| New | +$299K | 0.01% | 381 |
|
|
2023
Q2 | – | Sell |
-2,453
| Closed | -$202K | – | 439 |
|
|
2023
Q1 | $202K | Buy |
+2,453
| New | +$202K | 0.01% | 335 |
|
|
2022
Q4 | – | Sell |
-3,660
| Closed | -$297K | – | 440 |
|
|
2022
Q3 | $297K | Sell |
3,660
-444
| -11% | -$36K | 0.02% | 320 |
|
|
2022
Q2 | $340K | Sell |
4,104
-447
| -10% | -$37K | 0.02% | 299 |
|
|
2022
Q1 | $379K | Sell |
4,551
-162
| -3% | -$13.5K | 0.02% | 309 |
|
|
2021
Q4 | $403K | Sell |
4,713
-2,755
| -37% | -$236K | 0.02% | 282 |
|
|
2021
Q3 | $643K | Sell |
7,468
-1,159
| -13% | -$99.8K | 0.04% | 216 |
|
|
2021
Q2 | $743K | Sell |
8,627
-3,177
| -27% | -$274K | 0.05% | 204 |
|
|
2021
Q1 | $1.02M | Sell |
11,804
-1,690
| -13% | -$146K | 0.08% | 153 |
|
|
2020
Q4 | $1.17M | Sell |
13,494
-2,754
| -17% | -$238K | 0.11% | 141 |
|
|
2020
Q3 | $1.41M | Buy |
16,248
+5,874
| +57% | +$508K | 0.15% | 106 |
|
|
2020
Q2 | $898K | Buy |
10,374
+5,062
| +95% | +$438K | 0.11% | 130 |
|
|
2020
Q1 | $460K | Buy |
5,312
+229
| +5% | +$19.8K | 0.07% | 152 |
|
|
2019
Q4 | $430K | Buy |
+5,083
| New | +$430K | 0.06% | 180 |
|