Transform 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
Q1 | $3.54M | Sell |
42,845
-445
| -1% | -$36.8K | 0.21% | 85 |
|
|
2024
Q4 | $3.55M | Buy |
+43,290
| New | +$3.55M | 0.2% | 92 |
|
|
2022
Q4 | – | Sell |
-7,946
| Closed | -$645K | – | 231 |
|
|
2022
Q3 | $645K | Sell |
7,946
-256
| -3% | -$20.8K | 0.08% | 108 |
|
|
2022
Q2 | $679K | Sell |
8,202
-1,261
| -13% | -$104K | 0.1% | 107 |
|
|
2022
Q1 | $789K | Sell |
9,463
-657
| -6% | -$54.8K | 0.09% | 126 |
|
|
2021
Q4 | $866K | Buy |
10,120
+54
| +0.5% | +$4.62K | 0.09% | 124 |
|
|
2021
Q3 | $867K | Buy |
10,066
+4,498
| +81% | +$387K | 0.1% | 117 |
|
|
2021
Q2 | $480K | Buy |
5,568
+2,065
| +59% | +$178K | 0.06% | 171 |
|
|
2021
Q1 | $302K | Buy |
3,503
+82
| +2% | +$7.07K | 0.06% | 185 |
|
|
2020
Q4 | $296K | Sell |
3,421
-26
| -0.8% | -$2.25K | 0.06% | 179 |
|
|
2020
Q3 | $298K | Sell |
3,447
-1,526
| -31% | -$132K | 0.05% | 178 |
|
|
2020
Q2 | $431K | Sell |
4,973
-193
| -4% | -$16.7K | 0.07% | 158 |
|
|
2020
Q1 | $448K | Buy |
5,166
+2,758
| +115% | +$239K | 0.1% | 150 |
|
|
2019
Q4 | $204K | Sell |
2,408
-49
| -2% | -$4.15K | 0.03% | 219 |
|
|
2019
Q3 | $208K | Sell |
2,457
-3,056
| -55% | -$259K | 0.04% | 202 |
|
|
2019
Q2 | $468K | Buy |
+5,513
| New | +$468K | 0.07% | 173 |
|