AWS
Arkfeld Wealth Strategies’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 | $255K | Sell |
3,097
-2,244
| -42% | -$185K | 0.1% | 89 |
|
2025
Q1 | $441K | Buy |
5,341
+20
| +0.4% | +$1.65K | 0.19% | 60 |
|
2024
Q4 | $436K | Buy |
5,321
+21
| +0.4% | +$1.72K | 0.2% | 57 |
|
2024
Q3 | $437K | Buy |
5,300
+20
| +0.4% | +$1.65K | 0.21% | 58 |
|
2024
Q2 | $431K | Buy |
5,280
+20
| +0.4% | +$1.63K | 0.22% | 60 |
|
2024
Q1 | $426K | Buy |
5,260
+18
| +0.3% | +$1.46K | 0.23% | 58 |
|
2023
Q4 | $430K | Buy |
5,242
+18
| +0.3% | +$1.48K | 0.28% | 50 |
|
2023
Q3 | $423K | Sell |
5,224
-781
| -13% | -$63.3K | 0.31% | 46 |
|
2023
Q2 | $487K | Buy |
6,005
+20
| +0.3% | +$1.62K | 0.35% | 42 |
|
2023
Q1 | $491K | Buy |
5,985
+17
| +0.3% | +$1.4K | 0.35% | 39 |
|
2022
Q4 | $487K | Buy |
5,968
+68
| +1% | +$5.54K | 0.32% | 42 |
|
2022
Q3 | $477K | Hold |
5,900
| – | – | 0.33% | 45 |
|
2022
Q2 | $487K | Hold |
5,900
| – | – | 0.32% | 47 |
|
2022
Q1 | $491K | Hold |
5,900
| – | – | 0.32% | 46 |
|
2021
Q4 | $503K | Hold |
5,900
| – | – | 0.3% | 47 |
|
2021
Q3 | $508K | Buy |
5,900
+500
| +9% | +$43.1K | 0.31% | 48 |
|
2021
Q2 | $465K | Hold |
5,400
| – | – | 0.28% | 48 |
|
2021
Q1 | $466K | Buy |
5,400
+1,000
| +23% | +$86.3K | 0.3% | 48 |
|
2020
Q4 | $380K | Hold |
4,400
| – | – | 0.29% | 51 |
|
2020
Q3 | $380K | Hold |
4,400
| – | – | 0.36% | 45 |
|
2020
Q2 | $381K | Sell |
4,400
-550
| -11% | -$47.6K | 0.43% | 40 |
|
2020
Q1 | $429K | Sell |
4,950
-3,000
| -38% | -$260K | 0.58% | 35 |
|
2019
Q4 | $674K | Buy |
+7,950
| New | +$674K | 0.77% | 25 |
|