4J Wealth 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 | $2.01M | Sell |
24,316
-399
| -2% | -$33.1K | 1.36% | 17 |
|
|
2025
Q1 | $2.04M | Sell |
24,715
-29
| -0.1% | -$2.4K | 1.61% | 16 |
|
|
2024
Q4 | $2.03M | Sell |
24,744
-644
| -3% | -$52.8K | 1.64% | 13 |
|
|
2024
Q3 | $2.11M | Sell |
25,388
-33
| -0.1% | -$2.74K | 1.63% | 14 |
|
|
2024
Q2 | $2.08M | Sell |
25,421
-2,634
| -9% | -$215K | 1.72% | 15 |
|
|
2024
Q1 | $2.29M | Sell |
28,055
-371
| -1% | -$30.3K | 1.98% | 13 |
|
|
2023
Q4 | $2.33M | Sell |
28,426
-2,954
| -9% | -$242K | 2.13% | 12 |
|
|
2023
Q3 | $2.54M | Sell |
31,380
-6,420
| -17% | -$520K | 2.53% | 9 |
|
|
2023
Q2 | $3.06M | Buy |
37,800
+1,422
| +4% | +$115K | 2.97% | 8 |
|
|
2023
Q1 | $2.99M | Buy |
36,378
+495
| +1% | +$40.7K | 3.21% | 9 |
|
|
2022
Q4 | $2.91M | Sell |
35,883
-535
| -1% | -$43.4K | 3.38% | 8 |
|
|
2022
Q3 | $2.96M | Sell |
36,418
-3,383
| -8% | -$275K | 3.78% | 7 |
|
|
2022
Q2 | $3.3M | Buy |
39,801
+9,153
| +30% | +$758K | 4.15% | 7 |
|
|
2022
Q1 | $2.56M | Sell |
30,648
-210
| -0.7% | -$17.5K | 2.24% | 9 |
|
|
2021
Q4 | $2.64M | Buy |
30,858
+1,896
| +7% | +$162K | 2.22% | 9 |
|
|
2021
Q3 | $2.5M | Sell |
28,962
-529
| -2% | -$45.6K | 2.17% | 12 |
|
|
2021
Q2 | $2.54M | Sell |
29,491
-1,520
| -5% | -$131K | 2.22% | 12 |
|
|
2021
Q1 | $2.68M | Sell |
31,011
-2,275
| -7% | -$196K | 2.49% | 7 |
|
|
2020
Q4 | $2.88M | Buy |
+33,286
| New | +$2.88M | 2.77% | 7 |
|