SWP 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 | $260K | Sell |
3,138
-27
| -0.9% | -$2.24K | 0.14% | 63 |
|
|
2025
Q1 | $262K | Buy |
+3,165
| New | +$262K | 0.16% | 54 |
|
|
2024
Q4 | – | Sell |
-2,415
| Closed | -$201K | – | 71 |
|
|
2024
Q3 | $201K | Sell |
2,415
-473
| -16% | -$39.3K | 0.12% | 55 |
|
|
2024
Q2 | $236K | Sell |
2,888
-1,376
| -32% | -$112K | 0.16% | 47 |
|
|
2024
Q1 | $349K | Buy |
4,264
+142
| +3% | +$11.6K | 0.24% | 30 |
|
|
2023
Q4 | $338K | Buy |
+4,122
| New | +$338K | 0.26% | 31 |
|