HNWAG
High Net Worth Advisory Group’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 | $207K | Hold |
2,500
| – | – | 0.05% | 223 |
|
|
2025
Q1 | $207K | Hold |
2,500
| – | – | 0.06% | 208 |
|
|
2024
Q4 | $205K | Sell |
2,500
-500
| -17% | -$41K | 0.06% | 213 |
|
|
2024
Q3 | $249K | Hold |
3,000
| – | – | 0.07% | 196 |
|
|
2024
Q2 | $245K | Hold |
3,000
| – | – | 0.07% | 185 |
|
|
2024
Q1 | $245K | Hold |
3,000
| – | – | 0.08% | 183 |
|
|
2023
Q4 | $246K | Sell |
3,000
-294
| -9% | -$24.1K | 0.09% | 167 |
|
|
2023
Q3 | $267K | Hold |
3,294
| – | – | 0.11% | 148 |
|
|
2023
Q2 | $267K | Buy |
+3,294
| New | +$267K | 0.1% | 155 |
|