SMAM
Sugar Maple Asset Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Buy |
69,106
+1,469
| +2% | +$122K | 4.46% | 7 |
|
|
2025
Q1 | $5.6M | Sell |
67,637
-9,379
| -12% | -$776K | 4.4% | 7 |
|
|
2024
Q4 | $6.31M | Buy |
77,016
+1,739
| +2% | +$143K | 4.8% | 6 |
|
|
2024
Q3 | $6.26M | Buy |
75,277
+15,235
| +25% | +$1.27M | 5.44% | 6 |
|
|
2024
Q2 | $4.9M | Buy |
60,042
+827
| +1% | +$67.5K | 4.74% | 7 |
|
|
2024
Q1 | $4.84M | Buy |
+59,215
| New | +$4.84M | 4.67% | 7 |
|