Straight Path 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,100
| Closed | -$258K | – | 99 |
|
|
2024
Q3 | $258K | Hold |
3,100
| – | – | 0.11% | 81 |
|
|
2024
Q2 | $253K | Hold |
3,100
| – | – | 0.13% | 76 |
|
|
2024
Q1 | $254K | Sell |
3,100
-195
| -6% | -$15.9K | 0.14% | 72 |
|
|
2023
Q4 | $270K | Buy |
3,295
+150
| +5% | +$12.3K | 0.16% | 73 |
|
|
2023
Q3 | $255K | Sell |
3,145
-2,330
| -43% | -$189K | 0.17% | 64 |
|
|
2023
Q2 | $444K | Sell |
5,475
-5,990
| -52% | -$486K | 0.3% | 43 |
|
|
2023
Q1 | $942K | Sell |
11,465
-225
| -2% | -$18.5K | 0.75% | 20 |
|
|
2022
Q4 | $949K | Buy |
11,690
+6,090
| +109% | +$494K | 0.91% | 19 |
|
|
2022
Q3 | $455K | Hold |
5,600
| – | – | 0.41% | 44 |
|
|
2022
Q2 | $464K | Buy |
+5,600
| New | +$464K | 0.45% | 38 |
|