MSWM
Mader & Shannon Wealth 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 | $36.8M | Buy |
+443,597
| New | +$36.8M | 20.02% | 1 |
|
|
2022
Q4 | – | Sell |
-4,159
| Closed | -$338K | – | 18 |
|
|
2022
Q3 | $338K | Sell |
4,159
-79,944
| -95% | -$6.5M | 0.37% | 12 |
|
|
2022
Q2 | $6.96M | Sell |
84,103
-6,383
| -7% | -$528K | 4.16% | 8 |
|
|
2022
Q1 | $7.54M | Buy |
90,486
+3,216
| +4% | +$268K | 4.09% | 8 |
|
|
2021
Q4 | $7.47M | Buy |
87,270
+684
| +0.8% | +$58.5K | 4.13% | 11 |
|
|
2021
Q3 | $7.46M | Sell |
86,586
-411
| -0.5% | -$35.4K | 4.77% | 7 |
|
|
2021
Q2 | $7.5M | Sell |
86,997
-4,753
| -5% | -$410K | 3.86% | 7 |
|
|
2021
Q1 | $7.91M | Buy |
91,750
+1,613
| +2% | +$139K | 4.63% | 4 |
|
|
2020
Q4 | $7.79M | Sell |
90,137
-1,026
| -1% | -$88.6K | 5.16% | 4 |
|
|
2020
Q3 | $7.89M | Sell |
91,163
-2,815
| -3% | -$244K | 6.17% | 4 |
|
|
2020
Q2 | $8.14M | Buy |
93,978
+8,534
| +10% | +$739K | 6.63% | 4 |
|
|
2020
Q1 | $7.41M | Buy |
85,444
+4,076
| +5% | +$353K | 6.55% | 5 |
|
|
2019
Q4 | $6.89M | Buy |
81,368
+2,796
| +4% | +$237K | 5.55% | 6 |
|
|
2019
Q3 | $6.66M | Sell |
78,572
-201,118
| -72% | -$17.1M | 5.28% | 7 |
|
|
2019
Q2 | $23.7M | Buy |
279,690
+276,322
| +8,204% | +$23.4M | 20.16% | 1 |
|
|
2019
Q1 | $283K | Buy |
+3,368
| New | +$283K | 0.25% | 12 |
|
|
2016
Q4 | – | Sell |
-30,564
| Closed | -$2.6M | – | 21 |
|
|
2016
Q3 | $2.6M | Buy |
+30,564
| New | +$2.6M | 1.98% | 15 |
|
|
2016
Q1 | – | Sell |
-51,003
| Closed | -$4.3M | – | 16 |
|
|
2015
Q4 | $4.3M | Sell |
51,003
-374,337
| -88% | -$31.6M | 3.81% | 9 |
|
|
2015
Q3 | $36.1M | Buy |
+425,340
| New | +$36.1M | 45.02% | 1 |
|