Trajan Wealth’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 | $413K | Buy |
4,987
+515
| +12% | +$42.7K | 0.02% | 116 |
|
|
2025
Q1 | $370K | Sell |
4,472
-114,324
| -96% | -$9.46M | 0.02% | 122 |
|
|
2024
Q4 | $9.74M | Sell |
118,796
-783
| -0.7% | -$64.2K | 0.54% | 49 |
|
|
2024
Q3 | $9.94M | Buy |
119,579
+6,671
| +6% | +$555K | 0.59% | 48 |
|
|
2024
Q2 | $9.22M | Sell |
112,908
-4,227
| -4% | -$345K | 0.59% | 45 |
|
|
2024
Q1 | $9.58M | Buy |
+117,135
| New | +$9.58M | 0.65% | 42 |
|