LWANC
Laurel Wealth Advisors (North Carolina)’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 | $30.4M | Buy |
2,519,904
+2,489,175
| +8,100% | +$30M | 0.44% | 51 |
|
|
2025
Q1 | $2.54M | Sell |
30,729
-868
| -3% | -$71.8K | 0.4% | 64 |
|
|
2024
Q4 | $2.59M | Sell |
31,597
-2,926
| -8% | -$240K | 0.4% | 61 |
|
|
2024
Q3 | $2.87M | Sell |
34,523
-1,070
| -3% | -$89K | 0.46% | 52 |
|
|
2024
Q2 | $2.91M | Sell |
35,593
-821
| -2% | -$67K | 0.5% | 49 |
|
|
2024
Q1 | $2.98M | Sell |
36,414
-127
| -0.3% | -$10.4K | 0.51% | 54 |
|
|
2023
Q4 | $3M | Buy |
36,541
+5,422
| +17% | +$445K | 0.57% | 50 |
|
|
2023
Q3 | $2.52M | Buy |
31,119
+6,555
| +27% | +$531K | 0.53% | 56 |
|
|
2023
Q2 | $1.99M | Buy |
24,564
+13,999
| +133% | +$1.14M | 0.4% | 69 |
|
|
2023
Q1 | $868K | Buy |
10,565
+3,703
| +54% | +$304K | 0.18% | 96 |
|
|
2022
Q4 | $557K | Buy |
6,862
+4,924
| +254% | +$400K | 0.13% | 112 |
|
|
2022
Q3 | $157K | Buy |
1,938
+1,352
| +231% | +$110K | 0.04% | 175 |
|
|
2022
Q2 | $48K | Buy |
586
+1
| +0.2% | +$82 | 0.01% | 258 |
|
|
2022
Q1 | $49K | Buy |
585
+1
| +0.2% | +$84 | 0.01% | 274 |
|
|
2021
Q4 | $50K | Hold |
584
| – | – | 0.01% | 270 |
|
|
2021
Q3 | $50K | Sell |
584
-99
| -14% | -$8.48K | 0.01% | 267 |
|
|
2021
Q2 | $59K | Hold |
683
| – | – | 0.01% | 261 |
|
|
2021
Q1 | $59K | Hold |
683
| – | – | 0.01% | 256 |
|
|
2020
Q4 | $59K | Sell |
683
-308
| -31% | -$26.6K | 0.02% | 246 |
|
|
2020
Q3 | $86K | Sell |
991
-123
| -11% | -$10.7K | 0.03% | 194 |
|
|
2020
Q2 | $97K | Buy |
1,114
+2
| +0.2% | +$174 | 0.03% | 178 |
|
|
2020
Q1 | $96K | Buy |
1,112
+68
| +7% | +$5.87K | 0.04% | 168 |
|
|
2019
Q4 | $88K | Buy |
1,044
+166
| +19% | +$14K | 0.03% | 194 |
|
|
2019
Q3 | $74K | Buy |
878
+4
| +0.5% | +$337 | 0.03% | 207 |
|
|
2019
Q2 | $74K | Buy |
874
+5
| +0.6% | +$423 | 0.03% | 205 |
|
|
2019
Q1 | $73K | Buy |
869
+4
| +0.5% | +$336 | 0.03% | 203 |
|
|
2018
Q4 | $72K | Buy |
+865
| New | +$72K | 0.03% | 190 |
|