Wealthquest’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 | $241K | Buy |
2,904
+67
| +2% | +$5.55K | 0.02% | 123 |
|
|
2025
Q1 | $235K | Buy |
+2,837
| New | +$235K | 0.02% | 114 |
|
|
2023
Q2 | – | Sell |
-14,488
| Closed | -$1.19M | – | 126 |
|
|
2023
Q1 | $1.19M | Sell |
14,488
-610
| -4% | -$50.1K | 0.15% | 45 |
|
|
2022
Q4 | $1.23M | Buy |
+15,098
| New | +$1.23M | 0.16% | 46 |
|
|
2022
Q2 | – | Sell |
-293,377
| Closed | -$25.1M | – | 140 |
|
|
2022
Q1 | $25.1M | Hold |
293,377
| – | – | 3.85% | 7 |
|
|
2021
Q4 | $25.1M | Buy |
293,377
+18,522
| +7% | +$1.58M | 3.85% | 7 |
|
|
2021
Q3 | $23.7M | Buy |
274,855
+28,650
| +12% | +$2.47M | 3.99% | 7 |
|
|
2021
Q2 | $21.2M | Buy |
246,205
+33,878
| +16% | +$2.92M | 3.63% | 8 |
|
|
2021
Q1 | $18.3M | Buy |
212,327
+23,665
| +13% | +$2.04M | 3.42% | 10 |
|
|
2020
Q4 | $16.3M | Buy |
188,662
+12,801
| +7% | +$1.11M | 3.49% | 9 |
|
|
2020
Q3 | $15.2M | Buy |
175,861
+2,496
| +1% | +$216K | 3.77% | 8 |
|
|
2020
Q2 | $15M | Buy |
+173,365
| New | +$15M | 3.82% | 8 |
|