HWA
HCR Wealth Advisors’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 | $4.45M | Sell |
53,699
-28
| -0.1% | -$2.32K | 0.52% | 31 |
|
|
2025
Q1 | $4.44M | Sell |
53,727
-4,512
| -8% | -$373K | 0.58% | 26 |
|
|
2024
Q4 | $4.77M | Sell |
58,239
-1,624
| -3% | -$133K | 0.6% | 25 |
|
|
2024
Q3 | $4.98M | Sell |
59,863
-586
| -1% | -$48.7K | 0.65% | 23 |
|
|
2024
Q2 | $4.94M | Sell |
60,449
-581
| -1% | -$47.4K | 0.71% | 20 |
|
|
2024
Q1 | $4.99M | Sell |
61,030
-3,842
| -6% | -$314K | 0.76% | 19 |
|
|
2023
Q4 | $5.32M | Buy |
64,872
+4,378
| +7% | +$359K | 0.84% | 18 |
|
|
2023
Q3 | $4.9M | Sell |
60,494
-7,290
| -11% | -$590K | 1.07% | 13 |
|
|
2023
Q2 | $5.5M | Sell |
67,784
-2,502
| -4% | -$203K | 1.02% | 17 |
|
|
2023
Q1 | $5.77M | Sell |
70,286
-2,667
| -4% | -$219K | 1.14% | 14 |
|
|
2022
Q4 | $5.92M | Sell |
72,953
-7,589
| -9% | -$616K | 1.24% | 14 |
|
|
2022
Q3 | $6.54M | Buy |
80,542
+4,016
| +5% | +$326K | 1.39% | 13 |
|
|
2022
Q2 | $6.34M | Buy |
+76,526
| New | +$6.34M | 1.27% | 13 |
|
|
2021
Q2 | – | Sell |
-3,062
| Closed | -$264K | – | 196 |
|
|
2021
Q1 | $264K | Buy |
3,062
+1,019
| +50% | +$87.9K | 0.05% | 158 |
|
|
2020
Q4 | $176K | Hold |
2,043
| – | – | 0.04% | 174 |
|
|
2020
Q3 | $177K | Sell |
2,043
-10
| -0.5% | -$866 | 0.04% | 158 |
|
|
2020
Q2 | $178K | Sell |
2,053
-1,280
| -38% | -$111K | 0.04% | 151 |
|
|
2020
Q1 | $289K | Buy |
3,333
+2,133
| +178% | +$185K | 0.08% | 122 |
|
|
2019
Q4 | $102K | Buy |
+1,200
| New | +$102K | 0.02% | 168 |
|