CWM
Cahaba 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 | $1.99M | Buy |
24,077
+226
| +0.9% | +$18.7K | 0.16% | 32 |
|
|
2025
Q1 | $1.97M | Buy |
23,851
+149
| +0.6% | +$12.3K | 0.16% | 32 |
|
|
2024
Q4 | $1.94M | Buy |
23,702
+309
| +1% | +$25.3K | 0.16% | 33 |
|
|
2024
Q3 | $1.95M | Buy |
23,393
+1,252
| +6% | +$104K | 0.16% | 33 |
|
|
2024
Q2 | $1.81M | Sell |
22,141
-3,585
| -14% | -$293K | 0.16% | 33 |
|
|
2024
Q1 | $2.1M | Buy |
25,726
+706
| +3% | +$57.7K | 0.19% | 33 |
|
|
2023
Q4 | $2.05M | Buy |
25,020
+1,369
| +6% | +$112K | 0.2% | 31 |
|
|
2023
Q3 | $1.92M | Buy |
23,651
+1,161
| +5% | +$94K | 0.21% | 32 |
|
|
2023
Q2 | $1.82M | Sell |
22,490
-5,233
| -19% | -$424K | 0.2% | 33 |
|
|
2023
Q1 | $2.28M | Sell |
27,723
-501
| -2% | -$41.2K | 0.26% | 28 |
|
|
2022
Q4 | $2.29M | Buy |
28,224
+80
| +0.3% | +$6.49K | 0.28% | 27 |
|
|
2022
Q3 | $2.29M | Sell |
28,144
-453
| -2% | -$36.8K | 0.32% | 27 |
|
|
2022
Q2 | $2.37M | Buy |
28,597
+13,682
| +92% | +$1.13M | 0.34% | 24 |
|
|
2022
Q1 | $1.24M | Buy |
+14,915
| New | +$1.24M | 0.17% | 40 |
|