MWM
MinichMacGregor 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 | $4.61M | Sell |
55,595
-1,785
| -3% | -$148K | 0.99% | 39 |
|
|
2025
Q1 | $4.75M | Buy |
57,380
+10,370
| +22% | +$858K | 1.06% | 39 |
|
|
2024
Q4 | $3.85M | Buy |
47,010
+1,396
| +3% | +$114K | 0.8% | 40 |
|
|
2024
Q3 | $3.79M | Sell |
45,614
-462
| -1% | -$38.4K | 0.81% | 39 |
|
|
2024
Q2 | $3.76M | Sell |
46,076
-67
| -0.1% | -$5.47K | 0.92% | 37 |
|
|
2024
Q1 | $3.75M | Sell |
46,143
-2,072
| -4% | -$169K | 0.96% | 39 |
|
|
2023
Q4 | $3.96M | Sell |
48,215
-28
| -0.1% | -$2.3K | 1.14% | 32 |
|
|
2023
Q3 | $3.91M | Buy |
48,243
+714
| +2% | +$57.8K | 1.29% | 25 |
|
|
2023
Q2 | $3.85M | Buy |
47,529
+64
| +0.1% | +$5.19K | 1.2% | 28 |
|
|
2023
Q1 | $3.9M | Sell |
47,465
-104
| -0.2% | -$8.55K | 1.29% | 24 |
|
|
2022
Q4 | $3.86M | Buy |
47,569
+344
| +0.7% | +$27.9K | 1.39% | 19 |
|
|
2022
Q3 | $3.84M | Sell |
47,225
-209
| -0.4% | -$17K | 1.53% | 23 |
|
|
2022
Q2 | $3.93M | Buy |
47,434
+191
| +0.4% | +$15.8K | 1.62% | 24 |
|
|
2022
Q1 | $3.94M | Buy |
47,243
+1,055
| +2% | +$87.9K | 1.26% | 27 |
|
|
2021
Q4 | $3.95M | Sell |
46,188
-2,210
| -5% | -$189K | 1.2% | 29 |
|
|
2021
Q3 | $4.17M | Buy |
48,398
+629
| +1% | +$54.2K | 1.4% | 26 |
|
|
2021
Q2 | $4.12M | Buy |
47,769
+1,449
| +3% | +$125K | 1.44% | 26 |
|
|
2021
Q1 | $4M | Buy |
46,320
+5,631
| +14% | +$486K | 1.49% | 23 |
|
|
2020
Q4 | $3.51M | Sell |
40,689
-18,231
| -31% | -$1.57M | 1.43% | 24 |
|
|
2020
Q3 | $5.1M | Sell |
58,920
-734
| -1% | -$63.5K | 2.41% | 16 |
|
|
2020
Q2 | $5.17M | Sell |
59,654
-73,930
| -55% | -$6.4M | 2.86% | 10 |
|
|
2020
Q1 | $11.6M | Buy |
133,584
+85,344
| +177% | +$7.4M | 10.38% | 3 |
|
|
2019
Q4 | $4.08M | Sell |
48,240
-1,766
| -4% | -$149K | 2.27% | 17 |
|
|
2019
Q3 | $4.24M | Sell |
50,006
-351
| -0.7% | -$29.8K | 2.87% | 15 |
|
|
2019
Q2 | $4.26M | Sell |
50,357
-531
| -1% | -$44.9K | 2.98% | 16 |
|
|
2019
Q1 | $4.27M | Buy |
+50,888
| New | +$4.27M | 3.21% | 15 |
|
|
2018
Q4 | – | Sell |
-51,850
| Closed | -$4.3M | – | 452 |
|
|
2018
Q3 | $4.3M | Buy |
51,850
+1,011
| +2% | +$83.8K | 2.84% | 17 |
|
|
2018
Q2 | $4.23M | Sell |
50,839
-209
| -0.4% | -$17.4K | 3.01% | 15 |
|
|
2018
Q1 | $4.27M | Buy |
51,048
+7,175
| +16% | +$599K | 3.32% | 13 |
|
|
2017
Q4 | $3.68M | Buy |
43,873
+1,487
| +4% | +$125K | 2.87% | 14 |
|
|
2017
Q3 | $3.58M | Buy |
42,386
+388
| +0.9% | +$32.8K | 2.97% | 12 |
|
|
2017
Q2 | $3.55M | Buy |
41,998
+281
| +0.7% | +$23.7K | 3.08% | 12 |
|
|
2017
Q1 | $3.53M | Sell |
41,717
-6
| -0% | -$507 | 3.17% | 12 |
|
|
2016
Q4 | $3.52M | Sell |
41,723
-2,675
| -6% | -$226K | 3.3% | 10 |
|
|
2016
Q3 | $3.78M | Sell |
44,398
-2,184
| -5% | -$186K | 3.54% | 7 |
|
|
2016
Q2 | $3.97M | Buy |
46,582
+18
| +0% | +$1.54K | 3.75% | 7 |
|
|
2016
Q1 | $3.96M | Buy |
46,564
+9,732
| +26% | +$827K | 3.82% | 7 |
|
|
2015
Q4 | $3.13M | Buy |
+36,832
| New | +$3.13M | 2.91% | 15 |
|