Alliance Wealth Advisors (Utah)’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 | $7.62M | Buy |
91,923
+63,014
| +218% | +$5.22M | 1.83% | 5 |
|
|
2025
Q1 | $2.39M | Sell |
28,909
-14,438
| -33% | -$1.19M | 0.62% | 54 |
|
|
2024
Q4 | $3.55M | Buy |
+43,347
| New | +$3.55M | 0.92% | 29 |
|
|
2024
Q3 | – | Sell |
-151,250
| Closed | -$12.3M | – | 244 |
|
|
2024
Q2 | $12.3M | Sell |
151,250
-8,561
| -5% | -$699K | 3.63% | 3 |
|
|
2024
Q1 | $13.1M | Buy |
159,811
+109,953
| +221% | +$8.99M | 3.9% | 2 |
|
|
2023
Q4 | $4.09M | Sell |
49,858
-119,271
| -71% | -$9.78M | 1.37% | 15 |
|
|
2023
Q3 | $13.7M | Buy |
+169,129
| New | +$13.7M | 5.07% | 1 |
|
|
2023
Q2 | – | Sell |
-154,214
| Closed | -$12.7M | – | 239 |
|
|
2023
Q1 | $12.7M | Buy |
154,214
+149,430
| +3,124% | +$12.3M | 5.1% | 1 |
|
|
2022
Q4 | $388K | Buy |
+4,784
| New | +$388K | 0.17% | 126 |
|