WorthPointe’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 | $1.02M | Buy |
+12,285
| New | +$1.02M | 0.43% | 31 |
|
|
2023
Q2 | – | Sell |
-5,118
| Closed | -$420K | – | 62 |
|
|
2023
Q1 | $420K | Sell |
5,118
-5,741
| -53% | -$472K | 0.27% | 36 |
|
|
2022
Q4 | $881K | Sell |
10,859
-417
| -4% | -$33.8K | 0.6% | 22 |
|
|
2022
Q3 | $916K | Sell |
11,276
-309
| -3% | -$25.1K | 0.77% | 19 |
|
|
2022
Q2 | $959K | Buy |
11,585
+395
| +4% | +$32.7K | 0.8% | 17 |
|
|
2022
Q1 | $933K | Buy |
+11,190
| New | +$933K | 0.75% | 18 |
|