Wellington Shields Capital 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 | $396K | Hold |
4,775
| – | – | 0.07% | 172 |
|
|
2025
Q1 | $395K | Hold |
4,775
| – | – | 0.07% | 159 |
|
|
2024
Q4 | $391K | Hold |
4,775
| – | – | 0.07% | 171 |
|
|
2024
Q3 | $397K | Hold |
4,775
| – | – | 0.07% | 179 |
|
|
2024
Q2 | $390K | Hold |
4,775
| – | – | 0.07% | 175 |
|
|
2024
Q1 | $391K | Hold |
4,775
| – | – | 0.07% | 169 |
|
|
2023
Q4 | $392K | Hold |
4,775
| – | – | 0.05% | 171 |
|
|
2023
Q3 | $387K | Sell |
4,775
-1,295
| -21% | -$105K | 0.05% | 164 |
|
|
2023
Q2 | $492K | Hold |
6,070
| – | – | 0.06% | 148 |
|
|
2023
Q1 | $499K | Sell |
6,070
-2,000
| -25% | -$164K | 0.06% | 148 |
|
|
2022
Q4 | $655K | Sell |
8,070
-9,850
| -55% | -$800K | 0.08% | 122 |
|
|
2022
Q3 | $1.46M | Hold |
17,920
| – | – | 0.35% | 73 |
|
|
2022
Q2 | $1.48M | Hold |
17,920
| – | – | 0.18% | 77 |
|
|
2022
Q1 | $1.49M | Buy |
+17,920
| New | +$1.49M | 0.16% | 88 |
|