BTWM
Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,468
| Closed | -$611K | – | 395 |
|
|
2024
Q1 | $611K | Buy |
7,468
+569
| +8% | +$46.5K | 0.11% | 208 |
|
|
2023
Q4 | $566K | Sell |
6,899
-6,088
| -47% | -$499K | 0.09% | 250 |
|
|
2023
Q3 | $1.05M | Buy |
12,987
+3,851
| +42% | +$312K | 0.17% | 123 |
|
|
2023
Q2 | $741K | Sell |
9,136
-6,324
| -41% | -$513K | 0.08% | 255 |
|
|
2023
Q1 | $1.27M | Buy |
15,460
+6,224
| +67% | +$511K | 0.14% | 163 |
|
|
2022
Q4 | $750K | Sell |
9,236
-7,260
| -44% | -$589K | 0.09% | 240 |
|
|
2022
Q3 | $1.34M | Sell |
16,496
-2,028
| -11% | -$165K | 0.18% | 118 |
|
|
2022
Q2 | $1.53M | Buy |
18,524
+977
| +6% | +$80.9K | 0.2% | 105 |
|
|
2022
Q1 | $1.46M | Buy |
17,547
+4,621
| +36% | +$385K | 0.16% | 130 |
|
|
2021
Q4 | $1.11M | Buy |
12,926
+3,758
| +41% | +$322K | 0.12% | 179 |
|
|
2021
Q3 | $790K | Buy |
9,168
+801
| +10% | +$69K | 0.1% | 205 |
|
|
2021
Q2 | $721K | Sell |
8,367
-21,221
| -72% | -$1.83M | 0.12% | 195 |
|
|
2021
Q1 | $2.55M | Sell |
29,588
-70,887
| -71% | -$6.11M | 0.52% | 40 |
|
|
2020
Q4 | $8.68M | Buy |
+100,475
| New | +$8.68M | 2.68% | 6 |
|