Topel & Distasi 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 | $3.45M | Sell |
41,624
-2,971
| -7% | -$246K | 1.81% | 17 |
|
|
2025
Q1 | $3.69M | Sell |
44,595
-552
| -1% | -$45.7K | 1.72% | 18 |
|
|
2024
Q4 | $3.7M | Buy |
45,147
+539
| +1% | +$44.2K | 1.59% | 20 |
|
|
2024
Q3 | $3.71M | Buy |
44,608
+753
| +2% | +$62.6K | 1.54% | 21 |
|
|
2024
Q2 | $3.58M | Sell |
43,855
-170
| -0.4% | -$13.9K | 1.57% | 22 |
|
|
2024
Q1 | $3.6M | Sell |
44,025
-11
| -0% | -$900 | 1.59% | 22 |
|
|
2023
Q4 | $3.61M | Buy |
44,036
+1,093
| +3% | +$89.7K | 1.72% | 22 |
|
|
2023
Q3 | $3.48M | Sell |
42,943
-989
| -2% | -$80.1K | 1.82% | 22 |
|
|
2023
Q2 | $3.56M | Buy |
43,932
+123
| +0.3% | +$9.97K | 1.79% | 23 |
|
|
2023
Q1 | $3.6M | Buy |
43,809
+57
| +0.1% | +$4.68K | 1.88% | 21 |
|
|
2022
Q4 | $3.55M | Buy |
43,752
+3,197
| +8% | +$260K | 1.99% | 20 |
|
|
2022
Q3 | $3.29M | Sell |
40,555
-34
| -0.1% | -$2.76K | 1.82% | 21 |
|
|
2022
Q2 | $3.36M | Sell |
40,589
-84,479
| -68% | -$6.99M | 1.94% | 17 |
|
|
2022
Q1 | $10.4M | Buy |
125,068
+1,257
| +1% | +$105K | 4.37% | 4 |
|
|
2021
Q4 | $10.6M | Buy |
+123,811
| New | +$10.6M | 4.32% | 3 |
|