Wayfinding Financial’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
Sell
-1,597
Closed -$132K 608
2025
Q1
$132K Buy
+1,597
New +$132K 0.06% 185
2024
Q1
Sell
-3,988
Closed -$327K 133
2023
Q4
$327K Sell
3,988
-1,303
-25% -$107K 0.22% 80
2023
Q3
$427K Buy
5,291
+597
+13% +$48.2K 0.32% 59
2023
Q2
$380K Buy
4,694
+300
+7% +$24.3K 0.26% 60
2023
Q1
$361K Buy
+4,394
New +$361K 0.27% 62