IHT Wealth Management’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 | $2.44M | Sell |
29,391
-724
| -2% | -$60K | 0.07% | 274 |
|
|
2025
Q1 | $2.49M | Sell |
30,115
-843
| -3% | -$69.7K | 0.08% | 242 |
|
|
2024
Q4 | $2.54M | Sell |
30,958
-21,130
| -41% | -$1.73M | 0.08% | 226 |
|
|
2024
Q3 | $4.33M | Buy |
52,088
+24,045
| +86% | +$2M | 0.12% | 170 |
|
|
2024
Q2 | $2.29M | Sell |
28,043
-3,183
| -10% | -$260K | 0.09% | 237 |
|
|
2024
Q1 | $2.55M | Sell |
31,226
-7,406
| -19% | -$606K | 0.1% | 211 |
|
|
2023
Q4 | $3.17M | Sell |
38,632
-391
| -1% | -$32.1K | 0.14% | 147 |
|
|
2023
Q3 | $3.16M | Buy |
39,023
+10,234
| +36% | +$829K | 0.16% | 130 |
|
|
2023
Q2 | $2.33M | Buy |
28,789
+1,760
| +7% | +$143K | 0.12% | 166 |
|
|
2023
Q1 | $2.22M | Sell |
27,029
-6,640
| -20% | -$546K | 0.13% | 158 |
|
|
2022
Q4 | $2.73M | Buy |
33,669
+102
| +0.3% | +$8.28K | 0.17% | 133 |
|
|
2022
Q3 | $2.73M | Buy |
33,567
+23,727
| +241% | +$1.93M | 0.21% | 103 |
|
|
2022
Q2 | $815K | Sell |
9,840
-629
| -6% | -$52.1K | 0.07% | 277 |
|
|
2022
Q1 | $873K | Sell |
10,469
-788
| -7% | -$65.7K | 0.07% | 280 |
|
|
2021
Q4 | $963K | Sell |
11,257
-236
| -2% | -$20.2K | 0.07% | 267 |
|
|
2021
Q3 | $990K | Sell |
11,493
-3,771
| -25% | -$325K | 0.08% | 248 |
|
|
2021
Q2 | $1.32M | Sell |
15,264
-1,439
| -9% | -$124K | 0.08% | 260 |
|
|
2021
Q1 | $1.44M | Buy |
16,703
+6,556
| +65% | +$566K | 0.1% | 201 |
|
|
2020
Q4 | $876K | Sell |
10,147
-1,582
| -13% | -$137K | 0.07% | 263 |
|
|
2020
Q3 | $1.02M | Buy |
11,729
+3,479
| +42% | +$301K | 0.1% | 204 |
|
|
2020
Q2 | $714K | Sell |
8,250
-1,808
| -18% | -$156K | 0.1% | 223 |
|
|
2020
Q1 | $872K | Sell |
10,058
-4,018
| -29% | -$348K | 0.13% | 183 |
|
|
2019
Q4 | $1.19M | Buy |
14,076
+2,726
| +24% | +$231K | 0.14% | 166 |
|
|
2019
Q3 | $963K | Buy |
+11,350
| New | +$963K | 0.13% | 180 |
|
|
2019
Q2 | – | Sell |
-2,446
| Closed | -$206K | – | 562 |
|
|
2019
Q1 | $206K | Sell |
2,446
-6,609
| -73% | -$557K | 0.03% | 459 |
|
|
2018
Q4 | $757K | Buy |
9,055
+2,415
| +36% | +$202K | 0.15% | 173 |
|
|
2018
Q3 | $552K | Buy |
6,640
+69
| +1% | +$5.74K | 0.12% | 217 |
|
|
2018
Q2 | $548K | Buy |
6,571
+3,849
| +141% | +$321K | 0.14% | 194 |
|
|
2018
Q1 | $227K | Sell |
2,722
-141
| -5% | -$11.8K | 0.06% | 327 |
|
|
2017
Q4 | $240K | Sell |
2,863
-596
| -17% | -$50K | 0.06% | 321 |
|
|
2017
Q3 | $292K | Sell |
3,459
-966
| -22% | -$81.5K | 0.12% | 188 |
|
|
2017
Q2 | $5.78K | Buy |
4,425
+2,517
| +132% | +$3.29K | 2.8% | 1 |
|
|
2017
Q1 | $161K | Buy |
1,908
+457
| +31% | +$38.6K | 0.11% | 214 |
|
|
2016
Q4 | $122K | Buy |
+1,451
| New | +$122K | 0.09% | 244 |
|