Tower Wealth Partners’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 | $1.55M | Sell |
18,694
-84
| -0.4% | -$6.96K | 0.92% | 16 |
|
|
2025
Q1 | $1.55M | Buy |
18,778
+369
| +2% | +$30.5K | 0.83% | 19 |
|
|
2024
Q4 | $1.51M | Buy |
+18,409
| New | +$1.51M | 0.79% | 19 |
|
|
2023
Q1 | – | Sell |
-2,702
| Closed | -$219K | – | 55 |
|
|
2022
Q4 | $219K | Sell |
2,702
-312
| -10% | -$25.3K | 0.19% | 48 |
|
|
2022
Q3 | $244K | Buy |
+3,014
| New | +$244K | 0.23% | 45 |
|