Tanglewood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Hold |
4,855
| – | – | 0.04% | 32 |
|
|
2025
Q1 | $402K | Buy |
+4,855
| New | +$402K | 0.05% | 32 |
|
|
2020
Q2 | – | Sell |
-677,090
| Closed | -$58.7M | – | 20 |
|
|
2020
Q1 | $58.7M | Buy |
+677,090
| New | +$58.7M | 11.38% | 3 |
|
|
2019
Q2 | – | Sell |
-614,243
| Closed | -$51.7M | – | 15 |
|
|
2019
Q1 | $51.7M | Sell |
614,243
-31,677
| -5% | -$2.66M | 11.36% | 3 |
|
|
2018
Q4 | $54M | Sell |
645,920
-2,145
| -0.3% | -$179K | 13.55% | 3 |
|
|
2018
Q3 | $53.8M | Buy |
648,065
+16,217
| +3% | +$1.35M | 15.22% | 3 |
|
|
2018
Q2 | $52.7M | Buy |
+631,848
| New | +$52.7M | 15.34% | 3 |
|