Lowe Wealth 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 | $1.45K | Hold |
18
| – | – | ﹤0.01% | 333 |
|
|
2025
Q1 | $1.45K | Hold |
18
| – | – | ﹤0.01% | 338 |
|
|
2024
Q4 | $1.44K | Sell |
18
-1,000
| -98% | -$79.7K | ﹤0.01% | 332 |
|
|
2024
Q3 | $84.6K | Sell |
1,018
-17
| -2% | -$1.41K | 0.04% | 90 |
|
|
2024
Q2 | $84.5K | Sell |
1,035
-35
| -3% | -$2.86K | 0.04% | 88 |
|
|
2024
Q1 | $87.5K | Sell |
1,070
-280
| -21% | -$22.9K | 0.04% | 82 |
|
|
2023
Q4 | $111K | Hold |
1,350
| – | – | 0.05% | 75 |
|
|
2023
Q3 | $109K | Hold |
1,350
| – | – | 0.06% | 70 |
|
|
2023
Q2 | $109K | Hold |
1,350
| – | – | 0.06% | 75 |
|
|
2023
Q1 | $111K | Hold |
1,350
| – | – | 0.06% | 71 |
|
|
2022
Q4 | $110K | Buy |
1,350
+1,000
| +286% | +$81.2K | 0.06% | 69 |
|
|
2022
Q3 | $28K | Buy |
+350
| New | +$28K | 0.02% | 131 |
|
|
2020
Q2 | – | Sell |
-625
| Closed | -$54K | – | 306 |
|
|
2020
Q1 | $54K | Hold |
625
| – | – | 0.04% | 55 |
|
|
2019
Q4 | $53K | Hold |
625
| – | – | 0.03% | 63 |
|
|
2019
Q3 | $53K | Hold |
625
| – | – | 0.03% | 61 |
|
|
2019
Q2 | $53K | Buy |
625
+500
| +400% | +$42.4K | 0.03% | 60 |
|
|
2019
Q1 | $10K | Buy |
+125
| New | +$10K | 0.01% | 146 |
|