TriaGen 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 | $1.7M | Buy |
20,546
+1,251
| +6% | +$104K | 0.52% | 59 |
|
|
2025
Q1 | $1.6M | Buy |
19,295
+1,819
| +10% | +$150K | 0.56% | 51 |
|
|
2024
Q4 | $1.43M | Buy |
17,476
+551
| +3% | +$45.2K | 0.48% | 56 |
|
|
2024
Q3 | $1.41M | Buy |
16,925
+216
| +1% | +$18K | 0.47% | 57 |
|
|
2024
Q2 | $1.36M | Buy |
16,709
+878
| +6% | +$71.7K | 0.53% | 54 |
|
|
2024
Q1 | $1.29M | Sell |
15,831
-9,374
| -37% | -$767K | 0.54% | 54 |
|
|
2023
Q4 | $2.07M | Sell |
25,205
-2,497
| -9% | -$205K | 0.99% | 32 |
|
|
2023
Q3 | $2.24M | Buy |
27,702
+1,752
| +7% | +$142K | 1.14% | 22 |
|
|
2023
Q2 | $2.1M | Buy |
25,950
+427
| +2% | +$34.6K | 0.96% | 23 |
|
|
2023
Q1 | $2.1M | Buy |
25,523
+4,062
| +19% | +$334K | 1.05% | 24 |
|
|
2022
Q4 | $1.74M | Buy |
21,461
+484
| +2% | +$39.3K | 0.97% | 28 |
|
|
2022
Q3 | $1.7M | Buy |
20,977
+17,305
| +471% | +$1.41M | 0.94% | 30 |
|
|
2022
Q2 | $304K | Buy |
3,672
+85
| +2% | +$7.04K | 0.22% | 110 |
|
|
2022
Q1 | $299K | Buy |
3,587
+933
| +35% | +$77.8K | 0.16% | 139 |
|
|
2021
Q4 | $227K | Buy |
2,654
+4
| +0.2% | +$342 | 0.11% | 166 |
|
|
2021
Q3 | $228K | Buy |
2,650
+27
| +1% | +$2.32K | 0.12% | 166 |
|
|
2021
Q2 | $226K | Buy |
+2,623
| New | +$226K | 0.12% | 165 |
|