Guardian Wealth Advisors (North Carolina)’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 | $209K | Sell |
2,517
-905
| -26% | -$75K | 0.01% | 325 |
|
|
2025
Q1 | $283K | Sell |
3,422
-21,225
| -86% | -$1.76M | 0.02% | 259 |
|
|
2024
Q4 | $2.02M | Buy |
24,647
+24,646
| +2,464,600% | +$2.02M | 0.16% | 85 |
|
|
2024
Q3 | $49 | Hold |
1
| – | – | ﹤0.01% | 450 |
|
|
2024
Q2 | $48 | Hold |
1
| – | – | ﹤0.01% | 437 |
|
|
2024
Q1 | $47 | Sell |
1
-857
| -100% | -$40.3K | ﹤0.01% | 452 |
|
|
2023
Q4 | $70.4K | Buy |
858
+857
| +85,700% | +$70.3K | 0.01% | 281 |
|
|
2023
Q3 | $47 | Hold |
1
| – | – | ﹤0.01% | 420 |
|
|
2023
Q2 | $47 | Hold |
1
| – | – | ﹤0.01% | 413 |
|
|
2023
Q1 | $47 | Buy |
+1
| New | +$47 | ﹤0.01% | 411 |
|