BRWA
B. Riley Wealth 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 | $1.73M | Buy |
+20,923
| New | +$1.73M | 0.08% | 230 |
|
|
2024
Q4 | $1.73M | Sell |
21,080
-5,004
| -19% | -$410K | 0.06% | 308 |
|
|
2024
Q3 | $2.17M | Buy |
26,084
+486
| +2% | +$40.4K | 0.06% | 302 |
|
|
2024
Q2 | $2.09M | Sell |
25,598
-6,166
| -19% | -$503K | 0.05% | 327 |
|
|
2024
Q1 | $2.57M | Buy |
31,764
+7,268
| +30% | +$588K | 0.07% | 282 |
|
|
2023
Q4 | $2.01M | Sell |
24,496
-7,268
| -23% | -$596K | 0.05% | 356 |
|
|
2023
Q3 | $2.57M | Sell |
31,764
-4,416
| -12% | -$358K | 0.07% | 282 |
|
|
2023
Q2 | $2.93M | Sell |
36,180
-103,312
| -74% | -$8.38M | 0.07% | 278 |
|
|
2023
Q1 | $11.5M | Sell |
139,492
-16,819
| -11% | -$1.38M | 0.31% | 69 |
|
|
2022
Q4 | $12.7M | Buy |
156,311
+14,773
| +10% | +$1.2M | 0.36% | 63 |
|
|
2022
Q3 | $11.5M | Buy |
141,538
+95,658
| +208% | +$7.77M | 0.35% | 63 |
|
|
2022
Q2 | $3.8M | Sell |
45,880
-2,972
| -6% | -$246K | 0.16% | 137 |
|
|
2022
Q1 | $4.07M | Sell |
48,852
-5,395
| -10% | -$450K | 0.13% | 166 |
|
|
2021
Q4 | $4.64M | Sell |
54,247
-21,595
| -28% | -$1.85M | 0.13% | 161 |
|
|
2021
Q3 | $6.53M | Buy |
75,842
+8,810
| +13% | +$759K | 0.21% | 102 |
|
|
2021
Q2 | $5.78M | Buy |
67,032
+348
| +0.5% | +$30K | 0.19% | 123 |
|
|
2021
Q1 | $5.75M | Buy |
66,684
+4,582
| +7% | +$395K | 0.2% | 115 |
|
|
2020
Q4 | $5.37M | Sell |
62,102
-6,659
| -10% | -$575K | 0.29% | 81 |
|
|
2020
Q3 | $5.95M | Buy |
68,761
+11,644
| +20% | +$1.01M | 0.32% | 75 |
|
|
2020
Q2 | $4.95M | Buy |
57,117
+13,631
| +31% | +$1.18M | 0.33% | 75 |
|
|
2020
Q1 | $3.77M | Sell |
43,486
-3,167
| -7% | -$274K | 0.32% | 74 |
|
|
2019
Q4 | $3.95M | Sell |
46,653
-363
| -0.8% | -$30.7K | 0.34% | 65 |
|
|
2019
Q3 | $3.99M | Buy |
47,016
+2,662
| +6% | +$226K | 0.39% | 52 |
|
|
2019
Q2 | $3.76M | Buy |
44,354
+193
| +0.4% | +$16.4K | 0.41% | 52 |
|
|
2019
Q1 | $3.72M | Sell |
44,161
-3,288
| -7% | -$277K | 0.46% | 50 |
|
|
2018
Q4 | $3.97M | Buy |
47,449
+498
| +1% | +$41.6K | 0.56% | 37 |
|
|
2018
Q3 | $3.9M | Sell |
46,951
-8,720
| -16% | -$725K | 0.46% | 50 |
|
|
2018
Q2 | $4.64M | Buy |
55,671
+33,731
| +154% | +$2.81M | 0.61% | 32 |
|
|
2018
Q1 | $1.83M | Buy |
21,940
+5,381
| +32% | +$450K | 0.26% | 101 |
|
|
2017
Q4 | $1.39M | Sell |
16,559
-12,742
| -43% | -$1.07M | 0.19% | 135 |
|
|
2017
Q3 | $2.47M | Buy |
29,301
+17,041
| +139% | +$1.44M | 0.41% | 57 |
|
|
2017
Q2 | $1.04M | Buy |
12,260
+1,147
| +10% | +$96.9K | 0.19% | 142 |
|
|
2017
Q1 | $940K | Sell |
11,113
-25,585
| -70% | -$2.16M | 0.19% | 136 |
|
|
2016
Q4 | $3.1M | Buy |
36,698
+30,697
| +512% | +$2.59M | 0.63% | 38 |
|
|
2016
Q3 | $512K | Buy |
6,001
+179
| +3% | +$15.3K | 0.1% | 257 |
|
|
2016
Q2 | $498K | Sell |
5,822
-3,741
| -39% | -$320K | 0.1% | 251 |
|
|
2016
Q1 | $467K | Sell |
9,563
-1,940
| -17% | -$94.7K | 0.11% | 235 |
|
|
2015
Q4 | $971K | Sell |
11,503
-15,148
| -57% | -$1.28M | 0.2% | 136 |
|
|
2015
Q3 | $2.27M | Buy |
26,651
+23,025
| +635% | +$1.96M | 0.54% | 33 |
|
|
2015
Q2 | $310K | Sell |
3,626
-27
| -0.7% | -$2.31K | 0.08% | 322 |
|
|
2015
Q1 | $310K | Sell |
3,653
-44
| -1% | -$3.73K | 0.08% | 344 |
|
|
2014
Q4 | $312 | Sell |
3,697
-742
| -17% | -$63 | 0.01% | 1097 |
|
|
2014
Q3 | $375K | Sell |
4,439
-3,323
| -43% | -$281K | 0.1% | 279 |
|
|
2014
Q2 | $329K | Buy |
7,762
+1,941
| +33% | +$82.2K | 0.08% | 293 |
|
|
2014
Q1 | $492K | Sell |
5,821
-1,848
| -24% | -$156K | 0.15% | 157 |
|
|
2013
Q4 | $647K | Sell |
7,669
-6,423
| -46% | -$542K | 0.21% | 118 |
|
|
2013
Q3 | $1.19M | Sell |
14,092
-2,573
| -15% | -$217K | 0.41% | 51 |
|
|
2013
Q2 | $1.41M | Buy |
+16,665
| New | +$1.41M | 0.48% | 43 |
|