LFA
LifeGuide Financial Advisors’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 | $2.16M | Sell |
26,051
-1,738
| -6% | -$144K | 0.8% | 17 |
|
|
2025
Q1 | $2.3M | Sell |
27,789
-710
| -2% | -$58.7K | 0.94% | 14 |
|
|
2024
Q4 | $2.34M | Buy |
28,499
+3,679
| +15% | +$302K | 1% | 13 |
|
|
2024
Q3 | $2.06M | Buy |
24,820
+976
| +4% | +$81.2K | 0.88% | 13 |
|
|
2024
Q2 | $1.95M | Buy |
23,844
+681
| +3% | +$55.6K | 0.95% | 13 |
|
|
2024
Q1 | $1.89M | Buy |
23,163
+166
| +0.7% | +$13.6K | 0.95% | 13 |
|
|
2023
Q4 | $1.89M | Sell |
22,997
-793
| -3% | -$65.1K | 1% | 12 |
|
|
2023
Q3 | $1.93M | Buy |
23,790
+3,954
| +20% | +$320K | 1.13% | 13 |
|
|
2023
Q2 | $1.61M | Buy |
19,836
+4,476
| +29% | +$363K | 1.09% | 12 |
|
|
2023
Q1 | $1.26M | Sell |
15,360
-721
| -4% | -$59.2K | 1.02% | 11 |
|
|
2022
Q4 | $1.31M | Sell |
16,081
-640
| -4% | -$51.9K | 1.13% | 8 |
|
|
2022
Q3 | $1.36M | Sell |
16,721
-336
| -2% | -$27.3K | 1.33% | 6 |
|
|
2022
Q2 | $1.41M | Sell |
17,057
-3,594
| -17% | -$298K | 1.29% | 7 |
|
|
2022
Q1 | $1.72M | Buy |
20,651
+493
| +2% | +$41.1K | 1.33% | 10 |
|
|
2021
Q4 | $1.72M | Buy |
+20,158
| New | +$1.72M | 1.29% | 9 |
|