Lake Hills 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 | $13M | Sell |
156,803
-60,085
| -28% | -$4.98M | 7.44% | 4 |
|
|
2025
Q1 | $17.9M | Buy |
216,888
+56,583
| +35% | +$4.68M | 12.39% | 2 |
|
|
2024
Q4 | $13.1M | Sell |
160,305
-50,015
| -24% | -$4.1M | 8.97% | 1 |
|
|
2024
Q3 | $17.5M | Buy |
210,320
+10,645
| +5% | +$885K | 11.7% | 1 |
|
|
2024
Q2 | $16.3M | Buy |
199,675
+62,719
| +46% | +$5.12M | 11.7% | 1 |
|
|
2024
Q1 | $11.2M | Sell |
136,956
-53,520
| -28% | -$4.38M | 10.08% | 1 |
|
|
2023
Q4 | $15.6M | Buy |
190,476
+53,569
| +39% | +$4.39M | 15.63% | 1 |
|
|
2023
Q3 | $11.1M | Buy |
136,907
+105,776
| +340% | +$8.56M | 11.22% | 2 |
|
|
2023
Q2 | $2.52M | Buy |
+31,131
| New | +$2.52M | 2.75% | 14 |
|
|
2023
Q1 | – | Sell |
-108,856
| Closed | -$8.84M | – | 36 |
|
|
2022
Q4 | $8.84M | Buy |
+108,856
| New | +$8.84M | 8.81% | 2 |
|
|
2022
Q3 | – | Sell |
-218,413
| Closed | -$18.1M | – | 18 |
|
|
2022
Q2 | $18.1M | Buy |
218,413
+31,745
| +17% | +$2.63M | 13.37% | 2 |
|
|
2022
Q1 | $15.6M | Buy |
186,668
+108,502
| +139% | +$9.04M | 11.19% | 2 |
|
|
2021
Q4 | $6.69M | Buy |
+78,166
| New | +$6.69M | 4.73% | 4 |
|