FIM
FWL Investment 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 | $1.02M | Buy |
12,288
+3,820
| +45% | +$317K | 0.31% | 52 |
|
|
2025
Q1 | $701K | Buy |
8,468
+660
| +8% | +$54.6K | 0.26% | 52 |
|
|
2024
Q4 | $640K | Buy |
7,808
+6,538
| +515% | +$536K | 0.23% | 56 |
|
|
2024
Q3 | $106K | Sell |
1,270
-29
| -2% | -$2.41K | 0.04% | 93 |
|
|
2024
Q2 | $106K | Sell |
1,299
-4,891
| -79% | -$399K | 0.05% | 71 |
|
|
2024
Q1 | $506K | Sell |
6,190
-10,557
| -63% | -$863K | 0.28% | 44 |
|
|
2023
Q4 | $1.37M | Sell |
16,747
-1,208
| -7% | -$99.1K | 0.8% | 30 |
|
|
2023
Q3 | $1.45M | Buy |
17,955
+19
| +0.1% | +$1.54K | 0.98% | 25 |
|
|
2023
Q2 | $1.45M | Sell |
17,936
-3,736
| -17% | -$303K | 0.99% | 28 |
|
|
2023
Q1 | $1.78M | Buy |
21,672
+5,774
| +36% | +$474K | 1.31% | 23 |
|
|
2022
Q4 | $1.29M | Buy |
15,898
+6,265
| +65% | +$509K | 0.98% | 23 |
|
|
2022
Q3 | $782K | Buy |
+9,633
| New | +$782K | 0.69% | 24 |
|