WESCAP Management Group’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 | $3.42M | Sell |
41,331
-1,029
| -2% | -$85.3K | 0.78% | 35 |
|
|
2025
Q1 | $3.5M | Buy |
42,360
+21,879
| +107% | +$1.81M | 0.86% | 30 |
|
|
2024
Q4 | $1.68M | Buy |
20,481
+741
| +4% | +$60.7K | 0.41% | 46 |
|
|
2024
Q3 | $1.64M | Buy |
19,740
+6,821
| +53% | +$567K | 0.41% | 46 |
|
|
2024
Q2 | $1.05M | Buy |
12,919
+4,204
| +48% | +$343K | 0.3% | 57 |
|
|
2024
Q1 | $713K | Buy |
+8,715
| New | +$713K | 0.21% | 63 |
|