Bellwether Advisors’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 | $8.04K | Hold |
97
| – | – | ﹤0.01% | 394 |
|
|
2025
Q1 | $8.03K | Sell |
97
-380
| -80% | -$31.4K | ﹤0.01% | 340 |
|
|
2024
Q4 | $39.1K | Buy |
+477
| New | +$39.1K | 0.01% | 244 |
|
|
2023
Q2 | – | Sell |
-413
| Closed | -$34K | – | 387 |
|
|
2023
Q1 | $34K | Sell |
413
-111
| -21% | -$9.13K | 0.01% | 211 |
|
|
2022
Q4 | $42.6K | Sell |
524
-392
| -43% | -$31.8K | 0.01% | 202 |
|
|
2022
Q3 | $74K | Buy |
916
+13
| +1% | +$1.05K | 0.02% | 135 |
|
|
2022
Q2 | $74K | Sell |
903
-16
| -2% | -$1.31K | 0.02% | 143 |
|
|
2022
Q1 | $76K | Buy |
919
+47
| +5% | +$3.89K | 0.02% | 168 |
|
|
2021
Q4 | $74K | Hold |
872
| – | – | 0.02% | 171 |
|
|
2021
Q3 | $75K | Buy |
872
+10
| +1% | +$860 | 0.03% | 183 |
|
|
2021
Q2 | $74K | Sell |
862
-159
| -16% | -$13.7K | 0.03% | 165 |
|
|
2021
Q1 | $88K | Buy |
1,021
+45
| +5% | +$3.88K | 0.03% | 139 |
|
|
2020
Q4 | $84K | Buy |
+976
| New | +$84K | 0.04% | 134 |
|