AWM
Accurate Wealth Management’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 | – | Sell |
-58,283
| Closed | -$4.8M | – | 455 |
|
|
2025
Q1 | $4.8M | Buy |
+58,283
| New | +$4.8M | 0.92% | 16 |
|
|
2023
Q2 | – | Sell |
-7,616
| Closed | -$625K | – | 289 |
|
|
2023
Q1 | $625K | Sell |
7,616
-116,971
| -94% | -$9.6M | 0.22% | 110 |
|
|
2022
Q4 | $10.2M | Sell |
124,587
-48,900
| -28% | -$3.99M | 3.74% | 2 |
|
|
2022
Q3 | $15.5M | Buy |
173,487
+33,891
| +24% | +$3.02M | 6.45% | 3 |
|
|
2022
Q2 | $11.5M | Sell |
139,596
-3,998
| -3% | -$331K | 6.27% | 3 |
|
|
2022
Q1 | $12M | Buy |
+143,594
| New | +$12M | 5.36% | 3 |
|