GM
GeoWealth 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 | $2.65M | Buy |
31,992
+22,928
| +253% | +$1.9M | 0.1% | 117 |
|
|
2025
Q1 | $750K | Sell |
9,064
-1,342
| -13% | -$111K | 0.03% | 333 |
|
|
2024
Q4 | $853K | Buy |
10,406
+8,134
| +358% | +$667K | 0.03% | 330 |
|
|
2024
Q3 | $189K | Sell |
2,272
-34,384
| -94% | -$2.86M | 0.01% | 733 |
|
|
2024
Q2 | $2.99M | Buy |
36,656
+261
| +0.7% | +$21.3K | 0.13% | 118 |
|
|
2024
Q1 | $2.98M | Buy |
36,395
+19,247
| +112% | +$1.57M | 0.12% | 136 |
|
|
2023
Q4 | $1.41M | Sell |
17,148
-72,835
| -81% | -$5.98M | 0.12% | 171 |
|
|
2023
Q3 | $7.29M | Sell |
89,983
-100,923
| -53% | -$8.17M | 0.83% | 31 |
|
|
2023
Q2 | $15.5M | Sell |
190,906
-16,658
| -8% | -$1.35M | 1.67% | 10 |
|
|
2023
Q1 | $17.1M | Buy |
207,564
+203,706
| +5,280% | +$16.7M | 1.99% | 10 |
|
|
2022
Q4 | $315K | Sell |
3,858
-58
| -1% | -$4.74K | 0.03% | 188 |
|
|
2022
Q3 | $317K | Buy |
3,916
+2,745
| +234% | +$222K | 0.03% | 195 |
|
|
2022
Q2 | $96K | Sell |
1,171
-46
| -4% | -$3.77K | 0.01% | 268 |
|
|
2022
Q1 | $102K | Sell |
1,217
-410
| -25% | -$34.4K | 0.01% | 324 |
|
|
2021
Q4 | $140K | Buy |
1,627
+103
| +7% | +$8.86K | 0.01% | 287 |
|
|
2021
Q3 | $132K | Buy |
+1,524
| New | +$132K | 0.01% | 312 |
|
|
2020
Q4 | – | Sell |
-2,386
| Closed | -$208K | – | 218 |
|
|
2020
Q3 | $208K | Sell |
2,386
-128
| -5% | -$11.2K | 0.06% | 144 |
|
|
2020
Q2 | $218K | Buy |
+2,514
| New | +$218K | 0.09% | 144 |
|
|
2019
Q4 | – | Sell |
-98,881
| Closed | -$8.39M | – | 192 |
|
|
2019
Q3 | $8.39M | Buy |
+98,881
| New | +$8.39M | 1.89% | 13 |
|