Verum Partners’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 | $295K | Sell |
3,556
-379
| -10% | -$31.4K | 0.07% | 134 |
|
|
2025
Q1 | $326K | Sell |
3,935
-2,352
| -37% | -$195K | 0.09% | 114 |
|
|
2024
Q4 | $515K | Buy |
6,287
+16
| +0.3% | +$1.31K | 0.15% | 85 |
|
|
2024
Q3 | $521K | Sell |
6,271
-3,222
| -34% | -$268K | 0.15% | 84 |
|
|
2024
Q2 | $775K | Sell |
9,493
-11,587
| -55% | -$946K | 0.25% | 62 |
|
|
2024
Q1 | $1.72M | Sell |
21,080
-5,036
| -19% | -$412K | 0.61% | 42 |
|
|
2023
Q4 | $2.14M | Buy |
26,116
+282
| +1% | +$23.1K | 0.85% | 31 |
|
|
2023
Q3 | $2.09M | Buy |
+25,834
| New | +$2.09M | 0.93% | 31 |
|