AWM
Axxcess Wealth Management’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 | $6.2M | Buy |
74,817
+34,133
| +84% | +$2.83M | 0.15% | 126 |
|
|
2025
Q1 | $3.37M | Buy |
40,684
+9
| +0% | +$745 | 0.09% | 178 |
|
|
2024
Q4 | $3.33M | Sell |
40,675
-3,720
| -8% | -$305K | 0.08% | 178 |
|
|
2024
Q3 | $3.69M | Sell |
44,395
-19,992
| -31% | -$1.66M | 0.09% | 169 |
|
|
2024
Q2 | $5.26M | Sell |
64,387
-9,736
| -13% | -$795K | 0.14% | 129 |
|
|
2024
Q1 | $6.06M | Sell |
74,123
-33,051
| -31% | -$2.7M | 0.17% | 111 |
|
|
2023
Q4 | $8.79M | Sell |
107,174
-74,181
| -41% | -$6.09M | 0.26% | 82 |
|
|
2023
Q3 | $14.7M | Buy |
181,355
+69,337
| +62% | +$5.61M | 0.5% | 44 |
|
|
2023
Q2 | $9.08M | Buy |
112,018
+68,286
| +156% | +$5.54M | 0.66% | 32 |
|
|
2023
Q1 | $3.59M | Sell |
43,732
-322,779
| -88% | -$26.5M | 0.27% | 77 |
|
|
2022
Q4 | $29.7M | Buy |
366,511
+78,116
| +27% | +$6.34M | 2.45% | 4 |
|
|
2022
Q3 | $23.4M | Buy |
288,395
+15,461
| +6% | +$1.26M | 2.22% | 4 |
|
|
2022
Q2 | $22.6M | Buy |
272,934
+77,457
| +40% | +$6.41M | 2.08% | 4 |
|
|
2022
Q1 | $16.3M | Buy |
195,477
+129,636
| +197% | +$10.8M | 1.27% | 11 |
|
|
2021
Q4 | $5.63M | Buy |
+65,841
| New | +$5.63M | 0.41% | 51 |
|