Lifeworks Advisors’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 | $457K | Sell |
5,517
-60
| -1% | -$4.97K | 0.07% | 206 |
|
|
2025
Q1 | $461K | Sell |
5,577
-880
| -14% | -$72.8K | 0.08% | 188 |
|
|
2024
Q4 | $529K | Buy |
6,457
+6
| +0.1% | +$492 | 0.1% | 162 |
|
|
2024
Q3 | $536K | Sell |
6,451
-113
| -2% | -$9.4K | 0.11% | 154 |
|
|
2024
Q2 | $536K | Sell |
6,564
-486
| -7% | -$39.7K | 0.15% | 124 |
|
|
2024
Q1 | $577K | Sell |
7,050
-1,702
| -19% | -$139K | 0.16% | 120 |
|
|
2023
Q4 | $718K | Buy |
8,752
+1,989
| +29% | +$163K | 0.25% | 92 |
|
|
2023
Q3 | $548K | Buy |
+6,763
| New | +$548K | 0.21% | 114 |
|