Northwestern Mutual 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 | $97.8M | Buy |
1,180,332
+60,657
| +5% | +$5.03M | 0.07% | 131 |
|
|
2025
Q1 | $92.6M | Buy |
1,119,675
+159,074
| +17% | +$13.2M | 0.08% | 124 |
|
|
2024
Q4 | $78.8M | Sell |
960,601
-18,962
| -2% | -$1.55M | 0.07% | 132 |
|
|
2024
Q3 | $81.5M | Sell |
979,563
-220,984
| -18% | -$18.4M | 0.07% | 124 |
|
|
2024
Q2 | $98M | Sell |
1,200,547
-29,888
| -2% | -$2.44M | 0.1% | 101 |
|
|
2024
Q1 | $101M | Sell |
1,230,435
-172,495
| -12% | -$14.1M | 0.1% | 99 |
|
|
2023
Q4 | $115M | Sell |
1,402,930
-160,262
| -10% | -$13.1M | 0.13% | 80 |
|
|
2023
Q3 | $127M | Sell |
1,563,192
-127,919
| -8% | -$10.4M | 0.16% | 61 |
|
|
2023
Q2 | $137M | Buy |
1,691,111
+53,593
| +3% | +$4.35M | 0.18% | 55 |
|
|
2023
Q1 | $135M | Sell |
1,637,518
-55,320
| -3% | -$4.55M | 0.19% | 56 |
|
|
2022
Q4 | $137M | Buy |
1,692,838
+446,585
| +36% | +$36.2M | 0.21% | 51 |
|
|
2022
Q3 | $101M | Buy |
1,246,253
+366,068
| +42% | +$29.7M | 0.18% | 58 |
|
|
2022
Q2 | $72.9M | Buy |
880,185
+394,768
| +81% | +$32.7M | 0.13% | 78 |
|
|
2022
Q1 | $40.5M | Sell |
485,417
-13,702
| -3% | -$1.14M | 0.06% | 145 |
|
|
2021
Q4 | $42.7M | Sell |
499,119
-4,528
| -0.9% | -$387K | 0.07% | 132 |
|
|
2021
Q3 | $43.4M | Sell |
503,647
-149,108
| -23% | -$12.8M | 0.08% | 122 |
|
|
2021
Q2 | $56.2M | Sell |
652,755
-4,986
| -0.8% | -$430K | 0.11% | 94 |
|
|
2021
Q1 | $56.7M | Sell |
657,741
-27,397
| -4% | -$2.36M | 0.12% | 84 |
|
|
2020
Q4 | $59.2M | Sell |
685,138
-242,097
| -26% | -$20.9M | 0.14% | 75 |
|
|
2020
Q3 | $80.2M | Buy |
927,235
+42,960
| +5% | +$3.72M | 0.22% | 52 |
|
|
2020
Q2 | $76.6M | Buy |
884,275
+342,340
| +63% | +$29.7M | 0.24% | 43 |
|
|
2020
Q1 | $47M | Buy |
541,935
+98,407
| +22% | +$8.53M | 0.18% | 58 |
|
|
2019
Q4 | $37.5M | Buy |
443,528
+98,250
| +28% | +$8.31M | 0.13% | 76 |
|
|
2019
Q3 | $29.3M | Buy |
345,278
+3,035
| +0.9% | +$257K | 0.11% | 87 |
|
|
2019
Q2 | $29M | Sell |
342,243
-12,353
| -3% | -$1.05M | 0.12% | 85 |
|
|
2019
Q1 | $29.8M | Sell |
354,596
-109,033
| -24% | -$9.17M | 0.13% | 79 |
|
|
2018
Q4 | $38.8M | Buy |
463,629
+271,320
| +141% | +$22.7M | 0.19% | 59 |
|
|
2018
Q3 | $16M | Sell |
192,309
-6,316
| -3% | -$525K | 0.08% | 117 |
|
|
2018
Q2 | $16.6M | Sell |
198,625
-1,549
| -0.8% | -$129K | 0.09% | 104 |
|
|
2018
Q1 | $16.7M | Buy |
200,174
+23,965
| +14% | +$2M | 0.1% | 103 |
|
|
2017
Q4 | $14.8M | Sell |
176,209
-22,599
| -11% | -$1.89M | 0.09% | 109 |
|
|
2017
Q3 | $16.8M | Buy |
198,808
+10,467
| +6% | +$884K | 0.12% | 93 |
|
|
2017
Q2 | $15.9M | Buy |
188,341
+8,400
| +5% | +$710K | 0.13% | 94 |
|
|
2017
Q1 | $15.2M | Buy |
179,941
+5,513
| +3% | +$466K | 0.14% | 92 |
|
|
2016
Q4 | $14.7M | Buy |
+174,428
| New | +$14.7M | 0.16% | 90 |
|
|
2016
Q3 | – | Sell |
-165,917
| Closed | -$14.2M | – | 1301 |
|
|
2016
Q2 | $14.2M | Buy |
165,917
+4,259
| +3% | +$363K | 0.2% | 79 |
|
|
2016
Q1 | $13.7M | Sell |
161,658
-4,663
| -3% | -$397K | 0.22% | 80 |
|
|
2015
Q4 | $14M | Buy |
166,321
+39,865
| +32% | +$3.36M | 0.28% | 71 |
|
|
2015
Q3 | $10.7M | Buy |
126,456
+32,982
| +35% | +$2.8M | 0.26% | 76 |
|
|
2015
Q2 | $7.93M | Sell |
93,474
-5,093
| -5% | -$432K | 0.21% | 92 |
|
|
2015
Q1 | $8.37M | Sell |
98,567
-29,184
| -23% | -$2.48M | 0.23% | 87 |
|
|
2014
Q4 | $10.8M | Sell |
127,751
-23,123
| -15% | -$1.95M | 0.33% | 61 |
|
|
2014
Q3 | $12.8M | Buy |
150,874
+8,284
| +6% | +$700K | 0.45% | 46 |
|
|
2014
Q2 | $12.1M | Sell |
142,590
-49,436
| -26% | -$4.18M | 0.47% | 46 |
|
|
2014
Q1 | $16.2M | Buy |
192,026
+12,156
| +7% | +$1.03M | 0.68% | 35 |
|
|
2013
Q4 | $15.2M | Buy |
179,870
+16,811
| +10% | +$1.42M | 0.69% | 35 |
|
|
2013
Q3 | $13.8M | Buy |
163,059
+24,722
| +18% | +$2.09M | 0.72% | 33 |
|
|
2013
Q2 | $11.7M | Buy |
+138,337
| New | +$11.7M | 0.7% | 36 |
|