JPLA
Joseph P. Lucia & Associates’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 | $384K | Sell |
4,629
-374
| -7% | -$31K | 0.16% | 111 |
|
|
2025
Q1 | $414K | Buy |
5,003
+85
| +2% | +$7.03K | 0.19% | 95 |
|
|
2024
Q4 | $403K | Sell |
4,918
-32
| -0.6% | -$2.62K | 0.18% | 93 |
|
|
2024
Q3 | $412K | Sell |
4,950
-14
| -0.3% | -$1.16K | 0.19% | 90 |
|
|
2024
Q2 | $405K | Buy |
4,964
+1
| +0% | +$82 | 0.21% | 82 |
|
|
2024
Q1 | $406K | Sell |
4,963
-264
| -5% | -$21.6K | 0.22% | 82 |
|
|
2023
Q4 | $429K | Sell |
5,227
-44
| -0.8% | -$3.61K | 0.27% | 73 |
|
|
2023
Q3 | $427K | Sell |
5,271
-5
| -0.1% | -$405 | 0.3% | 69 |
|
|
2023
Q2 | $428K | Buy |
5,276
+90
| +2% | +$7.3K | 0.29% | 74 |
|
|
2023
Q1 | $426K | Sell |
5,186
-381
| -7% | -$31.3K | 0.3% | 76 |
|
|
2022
Q4 | $452K | Buy |
5,567
+321
| +6% | +$26.1K | 0.34% | 73 |
|
|
2022
Q3 | $426K | Buy |
5,246
+3,591
| +217% | +$292K | 0.33% | 70 |
|
|
2022
Q2 | $137K | Buy |
1,655
+645
| +64% | +$53.4K | 0.1% | 128 |
|
|
2022
Q1 | $84K | Sell |
1,010
-1,745
| -63% | -$145K | 0.05% | 161 |
|
|
2021
Q4 | $236K | Sell |
2,755
-115
| -4% | -$9.85K | 0.15% | 114 |
|
|
2021
Q3 | $247K | Sell |
2,870
-706
| -20% | -$60.8K | 0.15% | 117 |
|
|
2021
Q2 | $308K | Buy |
3,576
+210
| +6% | +$18.1K | 0.18% | 103 |
|
|
2021
Q1 | $290K | Buy |
3,366
+3,210
| +2,058% | +$277K | 0.13% | 100 |
|
|
2020
Q4 | $13K | Buy |
+156
| New | +$13K | 0.01% | 311 |
|
|
2020
Q3 | – | Sell |
-156
| Closed | -$14K | – | 400 |
|
|
2020
Q2 | $14K | Hold |
156
| – | – | 0.01% | 281 |
|
|
2020
Q1 | $14K | Buy |
+156
| New | +$14K | 0.02% | 259 |
|