Vernal Point 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 | $2.63M | Buy |
31,705
+1,330
| +4% | +$110K | 1.53% | 10 |
|
|
2025
Q1 | $2.51M | Sell |
30,375
-52,018
| -63% | -$4.3M | 1.66% | 9 |
|
|
2024
Q4 | $6.75M | Hold |
82,393
| – | – | 4.64% | 6 |
|
|
2024
Q3 | $6.85M | Buy |
82,393
+3,150
| +4% | +$262K | 5.3% | 6 |
|
|
2024
Q2 | $6.47M | Buy |
79,243
+14,885
| +23% | +$1.22M | 4.61% | 6 |
|
|
2024
Q1 | $5.26M | Buy |
64,358
+3,000
| +5% | +$245K | 4.5% | 6 |
|
|
2023
Q4 | $5.03M | Buy |
+61,358
| New | +$5.03M | 5.23% | 6 |
|