MLA
My Legacy Advisors’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 | $344K | Buy |
4,172
+441
| +12% | +$36.4K | 0.12% | 163 |
|
|
2025
Q1 | $309K | Sell |
3,731
-536
| -13% | -$44.3K | 0.12% | 168 |
|
|
2024
Q4 | $350K | Sell |
4,267
-374
| -8% | -$30.7K | 0.14% | 158 |
|
|
2024
Q3 | $386K | Sell |
4,641
-7,116
| -61% | -$592K | 0.15% | 155 |
|
|
2024
Q2 | $960K | Sell |
11,757
-3,268
| -22% | -$267K | 0.31% | 90 |
|
|
2024
Q1 | $1.23M | Sell |
15,025
-1,249
| -8% | -$102K | 0.41% | 62 |
|
|
2023
Q4 | $1.34M | Sell |
16,274
-3,241
| -17% | -$266K | 0.48% | 54 |
|
|
2023
Q3 | $1.58M | Sell |
19,515
-2,443
| -11% | -$197K | 0.64% | 37 |
|
|
2023
Q2 | $1.79M | Sell |
21,958
-651
| -3% | -$53K | 0.7% | 35 |
|
|
2023
Q1 | $1.86M | Buy |
22,609
+3,165
| +16% | +$260K | 0.8% | 29 |
|
|
2022
Q4 | $1.58M | Buy |
+19,444
| New | +$1.58M | 0.68% | 34 |
|