RWB
RMR Wealth Builders’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 | $2.44M | Buy |
29,501
+2
| +0% | +$166 | 0.22% | 58 |
|
|
2025
Q1 | $2.44M | Sell |
29,499
-488
| -2% | -$40.4K | 0.26% | 51 |
|
|
2024
Q4 | $2.46M | Sell |
29,987
-122
| -0.4% | -$10K | 0.25% | 52 |
|
|
2024
Q3 | $2.5M | Buy |
30,109
+3
| +0% | +$249 | 0.27% | 47 |
|
|
2024
Q2 | $2.46M | Buy |
30,106
+2
| +0% | +$163 | 0.28% | 46 |
|
|
2024
Q1 | $2.46M | Buy |
30,104
+1
| +0% | +$82 | 0.3% | 44 |
|
|
2023
Q4 | $2.47M | Sell |
30,103
-94
| -0.3% | -$7.71K | 0.35% | 39 |
|
|
2023
Q3 | $2.45M | Sell |
30,197
-3,183
| -10% | -$258K | 0.39% | 37 |
|
|
2023
Q2 | $2.71M | Sell |
33,380
-26,930
| -45% | -$2.18M | 0.46% | 30 |
|
|
2023
Q1 | $4.96M | Sell |
60,310
-15,892
| -21% | -$1.31M | 0.94% | 24 |
|
|
2022
Q4 | $6.19M | Buy |
76,202
+48,236
| +172% | +$3.92M | 1.4% | 16 |
|
|
2022
Q3 | $2.27M | Buy |
27,966
+1
| +0% | +$81 | 0.56% | 30 |
|
|
2022
Q2 | $2.32M | Buy |
27,965
+415
| +2% | +$34.4K | 0.58% | 31 |
|
|
2022
Q1 | $2.3M | Buy |
+27,550
| New | +$2.3M | 0.49% | 35 |
|
|
2021
Q4 | – | Sell |
-27,650
| Closed | -$2.38M | – | 192 |
|
|
2021
Q3 | $2.38M | Hold |
27,650
| – | – | 0.7% | 22 |
|
|
2021
Q2 | $2.38M | Hold |
27,650
| – | – | 0.78% | 21 |
|
|
2021
Q1 | $2.39M | Hold |
27,650
| – | – | 0.62% | 22 |
|
|
2020
Q4 | $2.39M | Sell |
27,650
-2,350
| -8% | -$203K | 1.17% | 13 |
|
|
2020
Q3 | $2.6M | Buy |
30,000
+4,100
| +16% | +$355K | 0.67% | 28 |
|
|
2020
Q2 | $2.24M | Buy |
+25,900
| New | +$2.24M | 2% | 9 |
|
|
2019
Q4 | $245K | Buy |
+2,900
| New | +$245K | 0.24% | 97 |
|