Roberts Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
3,859
-1,838
| -32% | -$152K | 0.09% | 86 |
|
|
2025
Q1 | $471K | Sell |
5,697
-324
| -5% | -$26.8K | 0.15% | 78 |
|
|
2024
Q4 | $494K | Sell |
6,021
-2,900
| -33% | -$238K | 0.15% | 75 |
|
|
2024
Q3 | $736K | Sell |
8,921
-463
| -5% | -$38.2K | 0.24% | 67 |
|
|
2024
Q2 | $766K | Sell |
9,384
-912
| -9% | -$74.4K | 0.26% | 64 |
|
|
2024
Q1 | $836K | Sell |
10,296
-469
| -4% | -$38.1K | 0.31% | 66 |
|
|
2023
Q4 | $2.65M | Sell |
10,765
-411
| -4% | -$101K | 0.41% | 51 |
|
|
2023
Q3 | $904K | Sell |
11,176
-155
| -1% | -$12.5K | 0.4% | 62 |
|
|
2023
Q2 | $919K | Sell |
11,331
-75
| -0.7% | -$6.08K | 0.4% | 57 |
|
|
2023
Q1 | $938K | Sell |
11,406
-50
| -0.4% | -$4.11K | 0.43% | 57 |
|
|
2022
Q4 | $931K | Sell |
11,456
-5,321
| -32% | -$432K | 0.45% | 59 |
|
|
2022
Q3 | $1.36M | Sell |
16,777
-3,553
| -17% | -$288K | 0.67% | 47 |
|
|
2022
Q2 | $1.68M | Sell |
20,330
-520
| -2% | -$42.9K | 0.73% | 42 |
|
|
2022
Q1 | $1.73M | Sell |
20,850
-4,612
| -18% | -$383K | 0.68% | 43 |
|
|
2021
Q4 | $2.18M | Buy |
25,462
+308
| +1% | +$26.3K | 0.78% | 41 |
|
|
2021
Q3 | $2.17M | Buy |
+25,154
| New | +$2.17M | 0.86% | 41 |
|