WNY Asset 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 | $499K | Buy |
6,019
+229
| +4% | +$19K | 0.06% | 140 |
|
|
2025
Q1 | $479K | Buy |
5,790
+1,410
| +32% | +$117K | 0.06% | 145 |
|
|
2024
Q4 | $359K | Sell |
4,380
-3,073
| -41% | -$252K | 0.04% | 152 |
|
|
2024
Q3 | $620K | Buy |
7,453
+2,306
| +45% | +$192K | 0.07% | 128 |
|
|
2024
Q2 | $420K | Buy |
5,147
+114
| +2% | +$9.31K | 0.06% | 158 |
|
|
2024
Q1 | $412K | Sell |
5,033
-86
| -2% | -$7.03K | 0.06% | 162 |
|
|
2023
Q4 | $420K | Buy |
+5,119
| New | +$420K | 0.07% | 156 |
|