Vermillion & White Wealth Management Group’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 | $77.6K | Sell |
936
-92
| -9% | -$7.62K | 0.05% | 106 |
|
|
2025
Q1 | $85K | Hold |
1,028
| – | – | 0.06% | 87 |
|
|
2024
Q4 | $84.3K | Sell |
1,028
-57
| -5% | -$4.67K | 0.06% | 95 |
|
|
2024
Q3 | $90.2K | Sell |
1,085
-30
| -3% | -$2.5K | 0.07% | 90 |
|
|
2024
Q2 | $91K | Sell |
1,115
-12
| -1% | -$980 | 0.07% | 91 |
|
|
2024
Q1 | $92.2K | Hold |
1,127
| – | – | 0.07% | 86 |
|
|
2023
Q4 | $92.5K | Buy |
+1,127
| New | +$92.5K | 0.09% | 65 |
|