ARS Wealth Advisors Group’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 | $512K | Sell |
6,175
-412
| -6% | -$34.1K | 0.06% | 103 |
|
|
2025
Q1 | $545K | Hold |
6,587
| – | – | 0.08% | 86 |
|
|
2024
Q4 | $540K | Hold |
6,587
| – | – | 0.07% | 89 |
|
|
2024
Q3 | $548K | Sell |
6,587
-700
| -10% | -$58.2K | 0.07% | 96 |
|
|
2024
Q2 | $595K | Sell |
7,287
-243
| -3% | -$19.8K | 0.08% | 88 |
|
|
2024
Q1 | $616K | Buy |
7,530
+1,810
| +32% | +$148K | 0.08% | 89 |
|
|
2023
Q4 | $469K | Buy |
+5,720
| New | +$469K | 0.07% | 94 |
|
|
2022
Q1 | – | Sell |
-3,313
| Closed | -$283K | – | 143 |
|
|
2021
Q4 | $283K | Hold |
3,313
| – | – | 0.05% | 109 |
|
|
2021
Q3 | $285K | Buy |
+3,313
| New | +$285K | 0.05% | 111 |
|