1WA
180 Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Sell |
5,432
-216
| -4% | -$17.9K | 0.06% | 260 |
|
|
2025
Q1 | $467K | Sell |
5,648
-684
| -11% | -$56.6K | 0.07% | 242 |
|
|
2024
Q4 | $519K | Sell |
6,332
-373
| -6% | -$30.6K | 0.08% | 221 |
|
|
2024
Q3 | $558K | Sell |
6,705
-64
| -0.9% | -$5.32K | 0.09% | 210 |
|
|
2024
Q2 | $554K | Sell |
6,769
-343
| -5% | -$28.1K | 0.09% | 203 |
|
|
2024
Q1 | $582K | Sell |
7,112
-2,277
| -24% | -$186K | 0.1% | 187 |
|
|
2023
Q4 | $769K | Sell |
9,389
-969
| -9% | -$79.4K | 0.15% | 133 |
|
|
2023
Q3 | $839K | Buy |
10,358
+437
| +4% | +$35.4K | 0.19% | 118 |
|
|
2023
Q2 | $801K | Sell |
9,921
-1,296
| -12% | -$105K | 0.18% | 127 |
|
|
2023
Q1 | $922K | Sell |
11,217
-433
| -4% | -$35.6K | 0.21% | 114 |
|
|
2022
Q4 | $952K | Buy |
11,650
+1,407
| +14% | +$115K | 0.22% | 105 |
|
|
2022
Q3 | $832K | Sell |
10,243
-460
| -4% | -$37.4K | 0.23% | 103 |
|
|
2022
Q2 | $888K | Sell |
10,703
-798
| -7% | -$66.2K | 0.23% | 107 |
|
|
2022
Q1 | $954K | Sell |
11,501
-102
| -0.9% | -$8.46K | 0.21% | 112 |
|
|
2021
Q4 | $988K | Sell |
11,603
-156
| -1% | -$13.3K | 0.22% | 109 |
|
|
2021
Q3 | $1.01M | Buy |
11,759
+221
| +2% | +$19K | 0.22% | 111 |
|
|
2021
Q2 | $994K | Sell |
11,538
-140
| -1% | -$12.1K | 0.23% | 109 |
|
|
2021
Q1 | $1.01M | Sell |
11,678
-1,442
| -11% | -$124K | 0.25% | 104 |
|
|
2020
Q4 | $1.13M | Sell |
13,120
-682
| -5% | -$58.9K | 0.33% | 87 |
|
|
2020
Q3 | $1.19M | Sell |
13,802
-56
| -0.4% | -$4.84K | 0.45% | 59 |
|
|
2020
Q2 | $1.2M | Buy |
13,858
+533
| +4% | +$46.2K | 0.48% | 53 |
|
|
2020
Q1 | $1.15M | Sell |
13,325
-234
| -2% | -$20.3K | 0.6% | 42 |
|
|
2019
Q4 | $1.15M | Buy |
13,559
+300
| +2% | +$25.4K | 0.46% | 58 |
|
|
2019
Q3 | $1.12M | Buy |
13,259
+686
| +5% | +$58.2K | 0.5% | 51 |
|
|
2019
Q2 | $1.06M | Buy |
12,573
+333
| +3% | +$28.2K | 0.48% | 55 |
|
|
2019
Q1 | $1.03M | Buy |
12,240
+3,973
| +48% | +$334K | 0.47% | 56 |
|
|
2018
Q4 | $687K | Hold |
8,267
| – | – | 0.32% | 95 |
|
|
2018
Q3 | $687K | Buy |
8,267
+1,348
| +19% | +$112K | 0.32% | 95 |
|
|
2018
Q2 | $577K | Buy |
6,919
+264
| +4% | +$22K | 0.29% | 105 |
|
|
2018
Q1 | $555K | Buy |
6,655
+595
| +10% | +$49.6K | 0.29% | 109 |
|
|
2017
Q4 | $508K | Buy |
+6,060
| New | +$508K | 0.26% | 112 |
|