StrongBox 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 | $11.8M | Buy |
141,855
+9,217
| +7% | +$764K | 4.46% | 2 |
|
|
2025
Q1 | $11M | Buy |
132,638
+2,497
| +2% | +$207K | 4.57% | 2 |
|
|
2024
Q4 | $10.7M | Buy |
130,141
+11,159
| +9% | +$915K | 4.52% | 2 |
|
|
2024
Q3 | $9.89M | Buy |
118,982
+26,434
| +29% | +$2.2M | 4.24% | 2 |
|
|
2024
Q2 | $7.56M | Buy |
92,548
+3,817
| +4% | +$312K | 3.57% | 7 |
|
|
2024
Q1 | $7.26M | Buy |
88,731
+24,064
| +37% | +$1.97M | 3.83% | 4 |
|
|
2023
Q4 | $5.31M | Buy |
64,667
+7,682
| +13% | +$630K | 3.1% | 8 |
|
|
2023
Q3 | $4.61M | Buy |
56,985
+2,726
| +5% | +$221K | 2.94% | 8 |
|
|
2023
Q2 | $4.4M | Sell |
54,259
-883
| -2% | -$71.6K | 2.78% | 7 |
|
|
2023
Q1 | $4.53M | Buy |
55,142
+4,980
| +10% | +$409K | 3.04% | 8 |
|
|
2022
Q4 | $4.07M | Buy |
50,162
+5,768
| +13% | +$468K | 2.88% | 9 |
|
|
2022
Q3 | $3.61M | Buy |
44,394
+1,405
| +3% | +$114K | 2.61% | 12 |
|
|
2022
Q2 | $3.56M | Buy |
+42,989
| New | +$3.56M | 2.3% | 14 |
|