IWS
Insight Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-151,717
| Closed | -$12.6M | – | 173 |
|
|
2024
Q3 | $12.6M | Buy |
151,717
+47,470
| +46% | +$3.95M | 1.66% | 15 |
|
|
2024
Q2 | $8.51M | Buy |
104,247
+4,885
| +5% | +$399K | 1.21% | 23 |
|
|
2024
Q1 | $8.13M | Buy |
99,362
+23,054
| +30% | +$1.89M | 1.19% | 23 |
|
|
2023
Q4 | $6.26M | Buy |
76,308
+9,762
| +15% | +$801K | 1.01% | 24 |
|
|
2023
Q3 | $5.39M | Buy |
66,546
+10,180
| +18% | +$824K | 1.04% | 21 |
|
|
2023
Q2 | $4.57M | Sell |
56,366
-171
| -0.3% | -$13.9K | 0.87% | 23 |
|
|
2023
Q1 | $4.65M | Sell |
56,537
-3,855
| -6% | -$317K | 0.91% | 21 |
|
|
2022
Q4 | $4.9M | Sell |
60,392
-59,057
| -49% | -$4.79M | 0.95% | 20 |
|
|
2022
Q3 | $9.89M | Hold |
119,449
| – | – | 1.84% | 18 |
|
|
2022
Q2 | $9.89M | Sell |
119,449
-840
| -0.7% | -$69.5K | 1.84% | 18 |
|
|
2022
Q1 | $10M | Sell |
120,289
-49,605
| -29% | -$4.13M | 1.48% | 21 |
|
|
2021
Q4 | $14.5M | Buy |
169,894
+164,847
| +3,266% | +$14.1M | 2.07% | 17 |
|
|
2021
Q3 | $435K | Sell |
5,047
-337
| -6% | -$29K | 0.06% | 146 |
|
|
2021
Q2 | $464K | Sell |
5,384
-2,194
| -29% | -$189K | 0.07% | 144 |
|
|
2021
Q1 | $654K | Sell |
7,578
-1,620
| -18% | -$140K | 0.09% | 130 |
|
|
2020
Q4 | $794K | Sell |
9,198
-1,832
| -17% | -$158K | 0.13% | 90 |
|
|
2020
Q3 | $954K | Sell |
11,030
-28,384
| -72% | -$2.45M | 0.18% | 59 |
|
|
2020
Q2 | $3.41M | Buy |
+39,414
| New | +$3.41M | 0.76% | 23 |
|