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 |
|