West Branch Capital’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 | $27.2K | Buy |
328
+3
| +0.9% | +$249 | 0.01% | 187 |
|
|
2025
Q1 | $26.9K | Buy |
325
+2
| +0.6% | +$165 | 0.01% | 193 |
|
|
2024
Q4 | $26.5K | Buy |
323
+4
| +1% | +$328 | 0.01% | 199 |
|
|
2024
Q3 | $26.5K | Buy |
319
+4
| +1% | +$332 | 0.01% | 200 |
|
|
2024
Q2 | $25.8K | Buy |
315
+3
| +1% | +$245 | 0.01% | 207 |
|
|
2024
Q1 | $25.5K | Buy |
312
+2
| +0.6% | +$164 | 0.01% | 212 |
|
|
2023
Q4 | $25.5K | Buy |
310
+3
| +1% | +$247 | 0.01% | 204 |
|
|
2023
Q3 | $24.9K | Buy |
307
+2
| +0.7% | +$162 | 0.01% | 207 |
|
|
2023
Q2 | $24.7K | Buy |
305
+3
| +1% | +$243 | 0.01% | 213 |
|
|
2023
Q1 | $24.9K | Buy |
302
+1
| +0.3% | +$82 | 0.01% | 212 |
|
|
2022
Q4 | $24.5K | Buy |
+301
| New | +$24.5K | 0.02% | 211 |
|