Yarger Wealth Strategies’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 | $350K | Hold |
4,223
| – | – | 0.18% | 80 |
|
|
2025
Q1 | $349K | Sell |
4,223
-2,180
| -34% | -$180K | 0.2% | 67 |
|
|
2024
Q4 | $525K | Hold |
6,403
| – | – | 0.3% | 50 |
|
|
2024
Q3 | $532K | Buy |
6,403
+42
| +0.7% | +$3.49K | 0.29% | 50 |
|
|
2024
Q2 | $519K | Buy |
6,361
+62
| +1% | +$5.06K | 0.31% | 47 |
|
|
2024
Q1 | $515K | Buy |
6,299
+37
| +0.6% | +$3.03K | 0.35% | 47 |
|
|
2023
Q4 | $514K | Buy |
6,262
+72
| +1% | +$5.91K | 0.41% | 40 |
|
|
2023
Q3 | $501K | Buy |
6,190
+48
| +0.8% | +$3.89K | 0.43% | 37 |
|
|
2023
Q2 | $498K | Buy |
+6,142
| New | +$498K | 0.45% | 41 |
|