Sterling Manor Financial’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
$6.75M Buy
81,485
+5,697
+8% +$472K 4.5% 12
2025
Q1
$6.27M Buy
75,788
+6,564
+9% +$543K 4.48% 12
2024
Q4
$5.67M Buy
69,224
+7,384
+12% +$605K 3.96% 12
2024
Q3
$5.14M Buy
61,840
+247
+0.4% +$20.5K 3.48% 13
2024
Q2
$5.03M Sell
61,593
-366
-0.6% -$29.9K 3.83% 11
2024
Q1
$5.07M Buy
61,959
+11,246
+22% +$920K 3.81% 11
2023
Q4
$4.16M Buy
50,713
+21,795
+75% +$1.79M 3.52% 11
2023
Q3
$2.34M Buy
28,918
+9,281
+47% +$751K 2.12% 15
2023
Q2
$1.59M Sell
19,637
-21,484
-52% -$1.74M 1.34% 18
2023
Q1
$3.38M Buy
+41,121
New +$3.38M 3.28% 12