ATFA
All Terrain Financial 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 | $3.27M | Buy |
39,454
+1,886
| +5% | +$156K | 0.94% | 19 |
|
|
2025
Q1 | $3.11M | Buy |
37,568
+2,537
| +7% | +$210K | 0.98% | 18 |
|
|
2024
Q4 | $2.87M | Buy |
35,031
+635
| +2% | +$52.1K | 0.94% | 23 |
|
|
2024
Q3 | $2.86M | Buy |
34,396
+8,767
| +34% | +$729K | 1.05% | 24 |
|
|
2024
Q2 | $2.09M | Buy |
25,629
+4,219
| +20% | +$344K | 0.83% | 24 |
|
|
2024
Q1 | $1.75M | Sell |
21,410
-783
| -4% | -$64K | 0.69% | 30 |
|
|
2023
Q4 | $1.82M | Sell |
22,193
-1,405
| -6% | -$115K | 0.69% | 26 |
|
|
2023
Q3 | $1.91M | Sell |
23,598
-1,318
| -5% | -$107K | 0.8% | 26 |
|
|
2023
Q2 | $2.02M | Sell |
24,916
-690
| -3% | -$55.9K | 0.77% | 26 |
|
|
2023
Q1 | $2.1M | Buy |
25,606
+3,713
| +17% | +$305K | 0.86% | 25 |
|
|
2022
Q4 | $1.78M | Sell |
21,893
-7,800
| -26% | -$633K | 0.78% | 27 |
|
|
2022
Q3 | $2.41M | Sell |
29,693
-1,612
| -5% | -$131K | 1.04% | 25 |
|
|
2022
Q2 | $2.59M | Sell |
31,305
-4,878
| -13% | -$404K | 1.1% | 25 |
|
|
2022
Q1 | $3.02M | Sell |
36,183
-584
| -2% | -$48.7K | 1.22% | 22 |
|
|
2021
Q4 | $3.15M | Buy |
36,767
+1,984
| +6% | +$170K | 1.28% | 24 |
|
|
2021
Q3 | $3M | Buy |
34,783
+2,286
| +7% | +$197K | 1.31% | 23 |
|
|
2021
Q2 | $2.8M | Buy |
32,497
+4,766
| +17% | +$411K | 1.28% | 25 |
|
|
2021
Q1 | $2.39M | Buy |
27,731
+668
| +2% | +$57.6K | 1.09% | 25 |
|
|
2020
Q4 | $2.34M | Buy |
27,063
+2,453
| +10% | +$212K | 0.91% | 24 |
|
|
2020
Q3 | $2.13M | Buy |
24,610
+498
| +2% | +$43.1K | 0.73% | 23 |
|
|
2020
Q2 | $2.09M | Buy |
24,112
+400
| +2% | +$34.6K | 0.86% | 23 |
|
|
2020
Q1 | $2.06M | Buy |
23,712
+11,929
| +101% | +$1.03M | 0.83% | 27 |
|
|
2019
Q4 | $997K | Sell |
11,783
-40
| -0.3% | -$3.39K | 0.32% | 42 |
|
|
2019
Q3 | $1M | Sell |
11,823
-83
| -0.7% | -$7.04K | 0.34% | 43 |
|
|
2019
Q2 | $1.01M | Buy |
11,906
+566
| +5% | +$48K | 0.34% | 46 |
|
|
2019
Q1 | $954K | Buy |
11,340
+2,694
| +31% | +$227K | 0.33% | 44 |
|
|
2018
Q4 | $723K | Sell |
8,646
-1,024
| -11% | -$85.6K | 0.29% | 49 |
|
|
2018
Q3 | $803K | Buy |
9,670
+931
| +11% | +$77.3K | 0.33% | 50 |
|
|
2018
Q2 | $729K | Hold |
8,739
| – | – | 0.33% | 54 |
|
|
2018
Q1 | $730K | Sell |
8,739
-724
| -8% | -$60.5K | 0.33% | 56 |
|
|
2017
Q4 | $793K | Buy |
+9,463
| New | +$793K | 0.36% | 52 |
|