Independent Solutions 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 | $7M | Buy |
84,467
+174
| +0.2% | +$14.4K | 1.37% | 19 |
|
|
2025
Q1 | $6.97M | Buy |
84,293
+930
| +1% | +$76.9K | 1.56% | 17 |
|
|
2024
Q4 | $6.83M | Sell |
83,363
-26,962
| -24% | -$2.21M | 1.49% | 19 |
|
|
2024
Q3 | $9.17M | Sell |
110,325
-1,206
| -1% | -$100K | 2.07% | 11 |
|
|
2024
Q2 | $9.11M | Buy |
111,531
+377
| +0.3% | +$30.8K | 2.09% | 12 |
|
|
2024
Q1 | $9.09M | Buy |
111,154
+11,409
| +11% | +$933K | 2.16% | 11 |
|
|
2023
Q4 | $8.18M | Sell |
99,745
-10,721
| -10% | -$880K | 2.1% | 11 |
|
|
2023
Q3 | $8.94M | Sell |
110,466
-4,849
| -4% | -$393K | 2.32% | 8 |
|
|
2023
Q2 | $9.35M | Buy |
115,315
+358
| +0.3% | +$29K | 2.35% | 8 |
|
|
2023
Q1 | $9.44M | Buy |
114,957
+6,485
| +6% | +$533K | 2.78% | 8 |
|
|
2022
Q4 | $8.8M | Sell |
108,472
-2,032
| -2% | -$165K | 2.68% | 8 |
|
|
2022
Q3 | $8.97M | Sell |
110,504
-3,227
| -3% | -$262K | 2.94% | 8 |
|
|
2022
Q2 | $9.42M | Sell |
113,731
-10,786
| -9% | -$893K | 2.93% | 9 |
|
|
2022
Q1 | $10.4M | Sell |
124,517
-2,027
| -2% | -$169K | 2.44% | 8 |
|
|
2021
Q4 | $10.8M | Sell |
126,544
-9,653
| -7% | -$826K | 2.55% | 8 |
|
|
2021
Q3 | $11.7M | Sell |
136,197
-8,399
| -6% | -$724K | 2.91% | 7 |
|
|
2021
Q2 | $12.5M | Sell |
144,596
-1,773
| -1% | -$153K | 3.02% | 6 |
|
|
2021
Q1 | $12.6M | Buy |
146,369
+33,295
| +29% | +$2.87M | 3.47% | 6 |
|
|
2020
Q4 | $9.77M | Buy |
113,074
+17,000
| +18% | +$1.47M | 3.05% | 8 |
|
|
2020
Q3 | $8.31M | Buy |
96,074
+19,363
| +25% | +$1.68M | 3.17% | 7 |
|
|
2020
Q2 | $6.64M | Buy |
76,711
+12,158
| +19% | +$1.05M | 2.84% | 8 |
|
|
2020
Q1 | $5.59M | Sell |
64,553
-43
| -0.1% | -$3.73K | 3.09% | 8 |
|
|
2019
Q4 | $5.47M | Buy |
+64,596
| New | +$5.47M | 2.42% | 11 |
|