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 |
|