HBW Advisory Services’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 | $227K | Sell |
2,742
-89
| -3% | -$7.38K | 0.03% | 366 |
|
|
2025
Q1 | $234K | Sell |
2,831
-149
| -5% | -$12.3K | 0.03% | 337 |
|
|
2024
Q4 | $244K | Buy |
2,980
+25
| +0.8% | +$2.05K | 0.03% | 321 |
|
|
2024
Q3 | $246K | Sell |
2,955
-1,218
| -29% | -$101K | 0.04% | 316 |
|
|
2024
Q2 | $341K | Buy |
4,173
+19
| +0.5% | +$1.55K | 0.06% | 236 |
|
|
2024
Q1 | $341K | Hold |
4,154
| – | – | 0.06% | 220 |
|
|
2023
Q4 | $341K | Buy |
4,154
+2
| +0% | +$164 | 0.06% | 220 |
|
|
2023
Q3 | $336K | Sell |
4,152
-2,161
| -34% | -$175K | 0.07% | 201 |
|
|
2023
Q2 | $512K | Buy |
6,313
+980
| +18% | +$79.5K | 0.11% | 179 |
|
|
2023
Q1 | $438K | Sell |
5,333
-2,715
| -34% | -$223K | 0.11% | 176 |
|
|
2022
Q4 | $653K | Sell |
8,048
-9,828
| -55% | -$797K | 0.17% | 143 |
|
|
2022
Q3 | $1.45M | Sell |
17,876
-538
| -3% | -$43.7K | 0.41% | 72 |
|
|
2022
Q2 | $1.53M | Buy |
18,414
+12,569
| +215% | +$1.04M | 0.39% | 71 |
|
|
2022
Q1 | $487K | Sell |
5,845
-382
| -6% | -$31.8K | 0.17% | 138 |
|
|
2021
Q4 | $533K | Sell |
6,227
-2,635
| -30% | -$226K | 0.12% | 159 |
|
|
2021
Q3 | $764K | Buy |
8,862
+669
| +8% | +$57.7K | 0.2% | 124 |
|
|
2021
Q2 | $706K | Buy |
8,193
+908
| +12% | +$78.2K | 0.19% | 125 |
|
|
2021
Q1 | $629K | Buy |
7,285
+465
| +7% | +$40.1K | 0.17% | 126 |
|
|
2020
Q4 | $590K | Sell |
6,820
-3,382
| -33% | -$293K | 0.18% | 119 |
|
|
2020
Q3 | $882K | Buy |
10,202
+855
| +9% | +$73.9K | 0.36% | 76 |
|
|
2020
Q2 | $810K | Buy |
9,347
+3,071
| +49% | +$266K | 0.38% | 78 |
|
|
2020
Q1 | $544K | Buy |
+6,276
| New | +$544K | 0.39% | 66 |
|