Bogart Wealth LLC’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 | $14.5K | Hold |
175
| – | – | ﹤0.01% | 706 |
|
|
2025
Q1 | $14.5K | Sell |
175
-130
| -43% | -$10.8K | ﹤0.01% | 659 |
|
|
2024
Q4 | $25K | Hold |
305
| – | – | ﹤0.01% | 534 |
|
|
2024
Q3 | $25.4K | Hold |
305
| – | – | ﹤0.01% | 517 |
|
|
2024
Q2 | $24.9K | Buy |
305
+130
| +74% | +$10.6K | ﹤0.01% | 507 |
|
|
2024
Q1 | $14.3K | Hold |
175
| – | – | ﹤0.01% | 583 |
|
|
2023
Q4 | $14.4K | Hold |
175
| – | – | ﹤0.01% | 563 |
|
|
2023
Q3 | $14.2K | Hold |
175
| – | – | ﹤0.01% | 532 |
|
|
2023
Q2 | $14.2K | Hold |
175
| – | – | ﹤0.01% | 523 |
|
|
2023
Q1 | $14.4K | Sell |
175
-8
| -4% | -$657 | ﹤0.01% | 527 |
|
|
2022
Q4 | $14.9K | Hold |
183
| – | – | ﹤0.01% | 482 |
|
|
2022
Q3 | $15K | Hold |
183
| – | – | ﹤0.01% | 477 |
|
|
2022
Q2 | $15K | Hold |
183
| – | – | ﹤0.01% | 470 |
|
|
2022
Q1 | $15K | Hold |
183
| – | – | ﹤0.01% | 431 |
|
|
2021
Q4 | $16K | Hold |
183
| – | – | ﹤0.01% | 413 |
|
|
2021
Q3 | $16K | Buy |
183
+8
| +5% | +$699 | ﹤0.01% | 391 |
|
|
2021
Q2 | $15K | Hold |
175
| – | – | ﹤0.01% | 393 |
|
|
2021
Q1 | $15K | Hold |
175
| – | – | ﹤0.01% | 361 |
|
|
2020
Q4 | $15K | Hold |
175
| – | – | ﹤0.01% | 289 |
|
|
2020
Q3 | $15K | Sell |
175
-78
| -31% | -$6.69K | ﹤0.01% | 272 |
|
|
2020
Q2 | $22K | Sell |
253
-77
| -23% | -$6.7K | 0.01% | 234 |
|
|
2020
Q1 | $29K | Hold |
330
| – | – | 0.01% | 192 |
|
|
2019
Q4 | $28K | Sell |
330
-254
| -43% | -$21.6K | 0.01% | 215 |
|
|
2019
Q3 | $50K | Sell |
584
-117
| -17% | -$10K | 0.02% | 158 |
|
|
2019
Q2 | $59K | Sell |
701
-952
| -58% | -$80.1K | 0.04% | 138 |
|
|
2019
Q1 | $139K | Sell |
1,653
-97
| -6% | -$8.16K | 0.07% | 100 |
|
|
2018
Q4 | $146K | Buy |
+1,750
| New | +$146K | 0.07% | 85 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 354 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 335 |
|