Wellspring Financial Advisors’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 | $26.4M | Sell |
318,215
-49,235
| -13% | -$4.08M | 2.65% | 9 |
|
|
2025
Q1 | $30.4M | Buy |
367,450
+185,895
| +102% | +$15.4M | 3.38% | 7 |
|
|
2024
Q4 | $14.9M | Buy |
181,555
+16,875
| +10% | +$1.38M | 1.56% | 15 |
|
|
2024
Q3 | $13.7M | Buy |
164,680
+32,017
| +24% | +$2.66M | 1.63% | 15 |
|
|
2024
Q2 | $10.8M | Buy |
132,663
+21,176
| +19% | +$1.73M | 1.47% | 17 |
|
|
2024
Q1 | $9.12M | Buy |
111,487
+26,464
| +31% | +$2.16M | 1.44% | 17 |
|
|
2023
Q4 | $6.98M | Buy |
85,023
+64,871
| +322% | +$5.32M | 1.74% | 18 |
|
|
2023
Q3 | $1.63M | Buy |
20,152
+21
| +0.1% | +$1.7K | 0.48% | 38 |
|
|
2023
Q2 | $1.63M | Buy |
20,131
+15,169
| +306% | +$1.23M | 0.46% | 38 |
|
|
2023
Q1 | $408K | Buy |
4,962
+864
| +21% | +$71K | 0.12% | 72 |
|
|
2022
Q4 | $333K | Buy |
+4,098
| New | +$333K | 0.11% | 78 |
|