Verdence Capital 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 | $291K | Sell |
3,506
-1,486
| -30% | -$123K | 0.02% | 563 |
|
|
2025
Q1 | $413K | Buy |
4,992
+17
| +0.3% | +$1.41K | 0.03% | 446 |
|
|
2024
Q4 | $408K | Buy |
4,975
+60
| +1% | +$4.92K | 0.03% | 395 |
|
|
2024
Q3 | $409K | Sell |
4,915
-24
| -0.5% | -$2K | 0.03% | 413 |
|
|
2024
Q2 | $403K | Sell |
4,939
-187
| -4% | -$15.3K | 0.04% | 382 |
|
|
2024
Q1 | $419K | Buy |
5,126
+83
| +2% | +$6.79K | 0.04% | 378 |
|
|
2023
Q4 | $414K | Buy |
5,043
+133
| +3% | +$10.9K | 0.04% | 374 |
|
|
2023
Q3 | $398K | Buy |
+4,910
| New | +$398K | 0.04% | 367 |
|