EP Wealth 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 | $169K | Buy |
2,037
+398
| +24% | +$33K | ﹤0.01% | 1295 |
|
|
2025
Q1 | $136K | Sell |
1,639
-846
| -34% | -$70K | ﹤0.01% | 1208 |
|
|
2024
Q4 | $204K | Buy |
2,485
+494
| +25% | +$40.5K | ﹤0.01% | 1073 |
|
|
2024
Q3 | $166K | Buy |
1,991
+544
| +38% | +$45.2K | ﹤0.01% | 1084 |
|
|
2024
Q2 | $118K | Sell |
1,447
-421
| -23% | -$34.4K | ﹤0.01% | 813 |
|
|
2024
Q1 | $153K | Sell |
1,868
-71
| -4% | -$5.81K | ﹤0.01% | 764 |
|
|
2023
Q4 | $159K | Buy |
1,939
+145
| +8% | +$11.9K | ﹤0.01% | 742 |
|
|
2023
Q3 | $145K | Buy |
+1,794
| New | +$145K | ﹤0.01% | 700 |
|
|
2023
Q2 | – | Sell |
-3,145
| Closed | -$707K | – | 720 |
|
|
2023
Q1 | $707K | Buy |
+3,145
| New | +$707K | 0.01% | 351 |
|
|
2021
Q3 | – | Sell |
-6,756
| Closed | -$582K | – | 557 |
|
|
2021
Q2 | $582K | Sell |
6,756
-24,137
| -78% | -$2.08M | 0.02% | 313 |
|
|
2021
Q1 | $2.67M | Buy |
+30,893
| New | +$2.67M | 0.08% | 146 |
|
|
2020
Q4 | – | Sell |
-4,233
| Closed | -$366K | – | 466 |
|
|
2020
Q3 | $366K | Buy |
+4,233
| New | +$366K | 0.02% | 267 |
|