MW
MBL Wealth’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 | $14.7M | Sell |
177,732
-1,854
| -1% | -$154K | 1.41% | 17 |
|
|
2025
Q1 | $14.9M | Buy |
179,586
+1,912
| +1% | +$158K | 1.5% | 17 |
|
|
2024
Q4 | $14.6M | Buy |
177,674
+9,877
| +6% | +$810K | 1.46% | 17 |
|
|
2024
Q3 | $14M | Buy |
167,797
+8,268
| +5% | +$687K | 1.5% | 17 |
|
|
2024
Q2 | $13M | Sell |
159,529
-60,681
| -28% | -$4.95M | 1.45% | 17 |
|
|
2024
Q1 | $18M | Buy |
220,210
+14,023
| +7% | +$1.15M | 2.04% | 14 |
|
|
2023
Q4 | $16.9M | Buy |
206,187
+5,835
| +3% | +$479K | 2.12% | 15 |
|
|
2023
Q3 | $16.2M | Buy |
200,352
+13,348
| +7% | +$1.08M | 2.28% | 14 |
|
|
2023
Q2 | $15.2M | Buy |
187,004
+8,302
| +5% | +$673K | 2.14% | 13 |
|
|
2023
Q1 | $14.7M | Buy |
178,702
+52,729
| +42% | +$4.33M | 2.3% | 12 |
|
|
2022
Q4 | $10.2M | Buy |
125,973
+7,330
| +6% | +$595K | 1.96% | 13 |
|
|
2022
Q3 | $9.64M | Buy |
118,643
+14,894
| +14% | +$1.21M | 2.08% | 12 |
|
|
2022
Q2 | $8.59M | Buy |
103,749
+18,337
| +21% | +$1.52M | 2.14% | 12 |
|
|
2022
Q1 | $7.12M | Buy |
+85,412
| New | +$7.12M | 1.74% | 13 |
|
|
2021
Q1 | $663K | Sell |
7,687
-4,013
| -34% | -$346K | 0.23% | 69 |
|
|
2020
Q4 | $1.01M | Buy |
+11,700
| New | +$1.01M | 0.4% | 47 |
|