TrueWealth Advisors’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 | $388K | Buy |
+4,686
| New | +$388K | 0.11% | 149 |
|
|
2023
Q4 | – | Sell |
-2,472
| Closed | -$200K | – | 206 |
|
|
2023
Q3 | $200K | Sell |
2,472
-164
| -6% | -$13.3K | 0.08% | 194 |
|
|
2023
Q2 | $214K | Sell |
2,636
-74
| -3% | -$6K | 0.09% | 177 |
|
|
2023
Q1 | $223K | Sell |
2,710
-104
| -4% | -$8.55K | 0.09% | 170 |
|
|
2022
Q4 | $228K | Buy |
2,814
+110
| +4% | +$8.93K | 0.1% | 160 |
|
|
2022
Q3 | $220K | Buy |
2,704
+186
| +7% | +$15.1K | 0.1% | 148 |
|
|
2022
Q2 | $208K | Sell |
2,518
-602
| -19% | -$49.7K | 0.1% | 160 |
|
|
2022
Q1 | $267K | Hold |
3,120
| – | – | 0.12% | 143 |
|
|
2021
Q4 | $267K | Sell |
3,120
-300
| -9% | -$25.7K | 0.12% | 143 |
|
|
2021
Q3 | $295K | Sell |
3,420
-24
| -0.7% | -$2.07K | 0.17% | 105 |
|
|
2021
Q2 | $297K | Buy |
3,444
+104
| +3% | +$8.97K | 0.17% | 100 |
|
|
2021
Q1 | $288K | Sell |
3,340
-2,960
| -47% | -$255K | 0.19% | 96 |
|
|
2020
Q4 | $544K | Buy |
+6,300
| New | +$544K | 0.47% | 47 |
|