King Wealth Management Group’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 | $1.57M | Sell |
18,981
-698
| -4% | -$57.8K | 0.21% | 46 |
|
|
2025
Q1 | $1.63M | Sell |
19,679
-776
| -4% | -$64.2K | 0.25% | 48 |
|
|
2024
Q4 | $1.68M | Sell |
20,455
-93
| -0.5% | -$7.63K | 0.24% | 46 |
|
|
2024
Q3 | $1.71M | Sell |
20,548
-487
| -2% | -$40.5K | 0.27% | 45 |
|
|
2024
Q2 | $1.72M | Sell |
21,035
-865
| -4% | -$70.6K | 0.29% | 43 |
|
|
2024
Q1 | $1.79M | Sell |
21,900
-1,007
| -4% | -$82.4K | 0.31% | 41 |
|
|
2023
Q4 | $1.88M | Sell |
22,907
-4,678
| -17% | -$384K | 0.36% | 41 |
|
|
2023
Q3 | $2.23M | Sell |
27,585
-4,968
| -15% | -$402K | 0.47% | 37 |
|
|
2023
Q2 | $2.64M | Sell |
32,553
-110
| -0.3% | -$8.92K | 0.53% | 37 |
|
|
2023
Q1 | $2.68M | Sell |
32,663
-1,299
| -4% | -$107K | 0.59% | 37 |
|
|
2022
Q4 | $2.76M | Sell |
33,962
-37
| -0.1% | -$3K | 0.66% | 34 |
|
|
2022
Q3 | $2.76M | Sell |
33,999
-852
| -2% | -$69.2K | 0.7% | 33 |
|
|
2022
Q2 | $2.89M | Sell |
34,851
-379
| -1% | -$31.4K | 0.69% | 34 |
|
|
2022
Q1 | $2.94M | Sell |
35,230
-362
| -1% | -$30.2K | 0.58% | 33 |
|
|
2021
Q4 | $3.05M | Sell |
35,592
-842
| -2% | -$72K | 0.57% | 35 |
|
|
2021
Q3 | $3.14M | Sell |
36,434
-756
| -2% | -$65.1K | 0.64% | 31 |
|
|
2021
Q2 | $3.2M | Buy |
37,190
+155
| +0.4% | +$13.4K | 0.65% | 31 |
|
|
2021
Q1 | $3.19M | Sell |
37,035
-365
| -1% | -$31.5K | 0.72% | 29 |
|
|
2020
Q4 | $3.23M | Buy |
37,400
+36
| +0.1% | +$3.11K | 0.76% | 27 |
|
|
2020
Q3 | $3.23M | Buy |
37,364
+24
| +0.1% | +$2.08K | 0.84% | 26 |
|
|
2020
Q2 | $3.23M | Buy |
37,340
+381
| +1% | +$33K | 0.95% | 24 |
|
|
2020
Q1 | $3.2M | Sell |
36,959
-59
| -0.2% | -$5.11K | 1.38% | 18 |
|
|
2019
Q4 | $3.13M | Buy |
37,018
+1,406
| +4% | +$119K | 0.83% | 26 |
|
|
2019
Q3 | $3.02M | Buy |
35,612
+752
| +2% | +$63.8K | 0.87% | 26 |
|
|
2019
Q2 | $2.96M | Buy |
34,860
+1,412
| +4% | +$120K | 0.88% | 25 |
|
|
2019
Q1 | $2.81M | Buy |
33,448
+3,994
| +14% | +$336K | 0.88% | 26 |
|
|
2018
Q4 | $2.46M | Buy |
29,454
+4,436
| +18% | +$371K | 0.89% | 26 |
|
|
2018
Q3 | $2.08M | Sell |
25,018
-492
| -2% | -$40.9K | 0.65% | 31 |
|
|
2018
Q2 | $2.13M | Buy |
25,510
+1,093
| +4% | +$91.1K | 0.73% | 30 |
|
|
2018
Q1 | $2.04M | Buy |
24,417
+1,877
| +8% | +$157K | 0.72% | 32 |
|
|
2017
Q4 | $1.89M | Buy |
22,540
+1,798
| +9% | +$151K | 0.67% | 33 |
|
|
2017
Q3 | $1.75M | Buy |
20,742
+1,486
| +8% | +$125K | 0.65% | 33 |
|
|
2017
Q2 | $1.63M | Buy |
19,256
+1,302
| +7% | +$110K | 0.65% | 33 |
|
|
2017
Q1 | $1.52M | Buy |
17,954
+2,410
| +16% | +$204K | 0.63% | 33 |
|
|
2016
Q4 | $1.31M | Buy |
15,544
+566
| +4% | +$47.8K | 0.59% | 36 |
|
|
2016
Q3 | $1.27M | Buy |
14,978
+2,373
| +19% | +$202K | 0.63% | 34 |
|
|
2016
Q2 | $1.08M | Buy |
12,605
+675
| +6% | +$57.6K | 0.57% | 35 |
|
|
2016
Q1 | $1.01M | Sell |
11,930
-101
| -0.8% | -$8.59K | 0.55% | 38 |
|
|
2015
Q4 | $1.02M | Buy |
12,031
+50
| +0.4% | +$4.22K | 0.56% | 40 |
|
|
2015
Q3 | $1.02M | Buy |
11,981
+574
| +5% | +$48.8K | 0.63% | 37 |
|
|
2015
Q2 | $967K | Buy |
11,407
+860
| +8% | +$72.9K | 0.53% | 40 |
|
|
2015
Q1 | $895K | Sell |
10,547
-93
| -0.9% | -$7.89K | 0.52% | 41 |
|
|
2014
Q4 | $899K | Buy |
10,640
+653
| +7% | +$55.2K | 0.48% | 47 |
|
|
2014
Q3 | $844K | Buy |
9,987
+440
| +5% | +$37.2K | 0.53% | 45 |
|
|
2014
Q2 | $807K | Sell |
9,547
-212
| -2% | -$17.9K | 0.5% | 48 |
|
|
2014
Q1 | $824K | Buy |
9,759
+807
| +9% | +$68.2K | 0.57% | 42 |
|
|
2013
Q4 | $755K | Buy |
8,952
+770
| +9% | +$65K | 0.43% | 56 |
|
|
2013
Q3 | $691K | Sell |
8,182
-169
| -2% | -$14.3K | 0.45% | 53 |
|
|
2013
Q2 | $704K | Buy |
+8,351
| New | +$704K | 0.49% | 51 |
|