WealthPlan Investment Management’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 | $424K | Buy |
5,113
+182
| +4% | +$15.1K | 0.03% | 256 |
|
|
2025
Q1 | $408K | Hold |
4,931
| – | – | 0.04% | 191 |
|
|
2024
Q4 | $404K | Hold |
4,931
| – | – | 0.04% | 191 |
|
|
2024
Q3 | $410K | Hold |
4,931
| – | – | 0.04% | 171 |
|
|
2024
Q2 | $403K | Hold |
4,931
| – | – | 0.06% | 131 |
|
|
2024
Q1 | $403K | Hold |
4,931
| – | – | 0.06% | 131 |
|
|
2023
Q4 | $405K | Hold |
4,931
| – | – | 0.06% | 132 |
|
|
2023
Q3 | $399K | Buy |
+4,931
| New | +$399K | 0.07% | 125 |
|
|
2023
Q2 | – | Sell |
-4,931
| Closed | -$405K | – | 449 |
|
|
2023
Q1 | $405K | Sell |
4,931
-615
| -11% | -$50.5K | 0.07% | 127 |
|
|
2022
Q4 | $451K | Buy |
5,546
+56
| +1% | +$4.55K | 0.03% | 268 |
|
|
2022
Q3 | $447K | Buy |
+5,490
| New | +$447K | 0.03% | 256 |
|