LWAM
Legacy Wealth Asset Management’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 | $1.47M | Buy |
17,782
+21
| +0.1% | +$1.74K | 0.37% | 66 |
|
|
2025
Q1 | $1.47M | Sell |
17,761
-674
| -4% | -$55.8K | 0.41% | 71 |
|
|
2024
Q4 | $1.51M | Sell |
18,435
-440
| -2% | -$36.1K | 0.41% | 61 |
|
|
2024
Q3 | $1.57M | Sell |
18,875
-48
| -0.3% | -$3.99K | 0.42% | 63 |
|
|
2024
Q2 | $1.55M | Buy |
18,923
+1,062
| +6% | +$86.7K | 0.44% | 63 |
|
|
2024
Q1 | $1.46M | Buy |
17,861
+394
| +2% | +$32.2K | 0.41% | 62 |
|
|
2023
Q4 | $1.43M | Sell |
17,467
-120
| -0.7% | -$9.85K | 0.47% | 62 |
|
|
2023
Q3 | $1.42M | Sell |
17,587
-1,016
| -5% | -$82.3K | 0.52% | 53 |
|
|
2023
Q2 | $1.51M | Buy |
18,603
+565
| +3% | +$45.8K | 0.53% | 47 |
|
|
2023
Q1 | $1.48M | Sell |
18,038
-727
| -4% | -$59.7K | 0.53% | 44 |
|
|
2022
Q4 | $1.52M | Sell |
18,765
-201
| -1% | -$16.3K | 0.58% | 33 |
|
|
2022
Q3 | $1.54M | Sell |
18,966
-2,959
| -13% | -$240K | 0.67% | 26 |
|
|
2022
Q2 | $1.82M | Sell |
21,925
-430
| -2% | -$35.6K | 0.74% | 22 |
|
|
2022
Q1 | $1.86M | Buy |
22,355
+590
| +3% | +$49.2K | 0.66% | 24 |
|
|
2021
Q4 | $1.86M | Buy |
21,765
+4,203
| +24% | +$360K | 0.63% | 18 |
|
|
2021
Q3 | $1.51M | Buy |
17,562
+444
| +3% | +$38.3K | 0.69% | 15 |
|
|
2021
Q2 | $1.48M | Buy |
17,118
+568
| +3% | +$48.9K | 0.66% | 16 |
|
|
2021
Q1 | $1.43M | Buy |
16,550
+1,945
| +13% | +$168K | 0.66% | 21 |
|
|
2020
Q4 | $1.26M | Buy |
+14,605
| New | +$1.26M | 0.64% | 27 |
|