Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-32,844
| Closed | -$2.68M | – | 54 |
|
|
2024
Q2 | $2.68M | Sell |
32,844
-178
| -0.5% | -$14.5K | 0.22% | 31 |
|
|
2024
Q1 | $2.7M | Sell |
33,022
-18,095
| -35% | -$1.48M | 0.23% | 36 |
|
|
2023
Q4 | $4.19M | Hold |
51,117
| – | – | 0.4% | 36 |
|
|
2023
Q3 | $4.13M | Hold |
51,117
| – | – | 0.46% | 21 |
|
|
2023
Q2 | $4.14M | Hold |
51,117
| – | – | 0.47% | 20 |
|
|
2023
Q1 | $4.2M | Sell |
51,117
-436
| -0.8% | -$35.8K | 0.51% | 20 |
|
|
2022
Q4 | $4.18M | Buy |
51,553
+161
| +0.3% | +$13.1K | 0.55% | 17 |
|
|
2022
Q3 | $4.18M | Buy |
51,392
+50,683
| +7,149% | +$4.12M | 0.61% | 15 |
|
|
2022
Q2 | $59K | Buy |
+709
| New | +$59K | 0.01% | 47 |
|
|
2020
Q1 | – | Sell |
-5,984
| Closed | -$506K | – | 133 |
|
|
2019
Q4 | $506K | Sell |
5,984
-68,689
| -92% | -$5.81M | 0.14% | 25 |
|
|
2019
Q3 | $6.33M | Buy |
74,673
+10,936
| +17% | +$928K | 4.22% | 10 |
|
|
2019
Q2 | $5.4M | Buy |
63,737
+58,261
| +1,064% | +$4.94M | 3.91% | 10 |
|
|
2019
Q1 | $459K | Buy |
+5,476
| New | +$459K | 0.5% | 19 |
|
|
2016
Q4 | – | Sell |
-2,000
| Closed | -$170K | – | 373 |
|
|
2016
Q3 | $170K | Hold |
2,000
| – | – | 0.07% | 55 |
|
|
2016
Q2 | $171K | Hold |
2,000
| – | – | 0.09% | 71 |
|
|
2016
Q1 | $170K | Buy |
+2,000
| New | +$170K | 0.12% | 102 |
|
|
2013
Q3 | – | Sell |
-500
| Closed | -$42K | – | 306 |
|
|
2013
Q2 | $42K | Buy |
+500
| New | +$42K | 0.17% | 93 |
|