J.W. Coons Advisors’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 | $1.27M | Buy |
15,344
+6
| +0% | +$497 | 0.29% | 81 |
|
|
2025
Q1 | $1.27M | Buy |
15,338
+4
| +0% | +$331 | 0.33% | 73 |
|
|
2024
Q4 | $1.26M | Sell |
15,334
-1,517
| -9% | -$124K | 0.32% | 73 |
|
|
2024
Q3 | $1.4M | Buy |
16,851
+1,422
| +9% | +$118K | 0.35% | 71 |
|
|
2024
Q2 | $1.26M | Buy |
15,429
+1,556
| +11% | +$127K | 0.3% | 71 |
|
|
2024
Q1 | $1.13M | Buy |
13,873
+3
| +0% | +$245 | 0.26% | 81 |
|
|
2023
Q4 | $1.14M | Sell |
13,870
-2,103
| -13% | -$173K | 0.31% | 77 |
|
|
2023
Q3 | $1.29M | Buy |
15,973
+515
| +3% | +$41.7K | 0.37% | 66 |
|
|
2023
Q2 | $1.25M | Buy |
15,458
+54
| +0.4% | +$4.38K | 0.34% | 72 |
|
|
2023
Q1 | $1.27M | Buy |
15,404
+92
| +0.6% | +$7.56K | 0.36% | 71 |
|
|
2022
Q4 | $1.24M | Sell |
15,312
-879
| -5% | -$71.3K | 0.37% | 68 |
|
|
2022
Q3 | $1.32M | Buy |
16,191
+1,252
| +8% | +$102K | 0.5% | 59 |
|
|
2022
Q2 | $1.24M | Buy |
14,939
+2,457
| +20% | +$204K | 0.44% | 61 |
|
|
2022
Q1 | $1.04M | Buy |
12,482
+1,235
| +11% | +$103K | 0.31% | 81 |
|
|
2021
Q4 | $963K | Sell |
11,247
-18
| -0.2% | -$1.54K | 0.29% | 89 |
|
|
2021
Q3 | $971K | Buy |
11,265
+576
| +5% | +$49.6K | 0.33% | 77 |
|
|
2021
Q2 | $921K | Hold |
10,689
| – | – | 0.33% | 81 |
|
|
2021
Q1 | $922K | Buy |
10,689
+1,966
| +23% | +$170K | 0.33% | 84 |
|
|
2020
Q4 | $755K | Buy |
8,723
+412
| +5% | +$35.7K | 0.29% | 96 |
|
|
2020
Q3 | $722K | Buy |
8,311
+1,241
| +18% | +$108K | 0.3% | 91 |
|
|
2020
Q2 | $615K | Sell |
7,070
-203
| -3% | -$17.7K | 0.27% | 98 |
|
|
2020
Q1 | $634K | Buy |
+7,273
| New | +$634K | 0.33% | 84 |
|