CPWA
Cerro Pacific 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 | $6.74M | Buy |
81,300
+6,161
| +8% | +$510K | 1.87% | 18 |
|
|
2025
Q1 | $6.16M | Buy |
75,139
+1,535
| +2% | +$126K | 2% | 14 |
|
|
2024
Q4 | $6.12M | Buy |
73,604
+6,842
| +10% | +$569K | 2.03% | 13 |
|
|
2024
Q3 | $5.45M | Buy |
66,762
+964
| +1% | +$78.7K | 2.06% | 12 |
|
|
2024
Q2 | $5.37M | Buy |
+65,798
| New | +$5.37M | 2.05% | 12 |
|
|
2023
Q1 | $4.65M | Sell |
56,622
-57,702
| -50% | -$4.74M | 2.57% | 7 |
|
|
2022
Q4 | $9.28M | Sell |
114,324
-3,920
| -3% | -$318K | 4.93% | 1 |
|
|
2022
Q3 | $9.6M | Buy |
118,244
+5,359
| +5% | +$435K | 5.83% | 2 |
|
|
2022
Q2 | $9.35M | Buy |
+112,885
| New | +$9.35M | 5.84% | 3 |
|