Sax 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 | $413K | Sell |
4,982
-2,184
| -30% | -$181K | 0.02% | 285 |
|
|
2025
Q1 | $593K | Buy |
7,166
+1,918
| +37% | +$159K | 0.04% | 196 |
|
|
2024
Q4 | $430K | Sell |
5,248
-726
| -12% | -$59.5K | 0.03% | 210 |
|
|
2024
Q3 | $497K | Buy |
5,974
+696
| +13% | +$57.9K | 0.04% | 157 |
|
|
2024
Q2 | $431K | Sell |
5,278
-643
| -11% | -$52.5K | 0.04% | 161 |
|
|
2024
Q1 | $484K | Sell |
5,921
-183
| -3% | -$15K | 0.06% | 119 |
|
|
2023
Q4 | $501K | Buy |
6,104
+508
| +9% | +$41.7K | 0.08% | 122 |
|
|
2023
Q3 | $453K | Sell |
5,596
-165
| -3% | -$13.4K | 0.09% | 118 |
|
|
2023
Q2 | $467K | Buy |
5,761
+990
| +21% | +$80.3K | 0.09% | 117 |
|
|
2023
Q1 | $392K | Sell |
4,771
-70
| -1% | -$5.75K | 0.09% | 124 |
|
|
2022
Q4 | $393K | Sell |
4,841
-697
| -13% | -$56.6K | 0.09% | 119 |
|
|
2022
Q3 | $450K | Sell |
5,538
-1,717
| -24% | -$140K | 0.12% | 106 |
|
|
2022
Q2 | $601K | Buy |
7,255
+783
| +12% | +$64.9K | 0.15% | 88 |
|
|
2022
Q1 | $539K | Sell |
6,472
-1,090
| -14% | -$90.8K | 0.13% | 102 |
|
|
2021
Q4 | $647K | Sell |
7,562
-1,605
| -18% | -$137K | 0.13% | 100 |
|
|
2021
Q3 | $790K | Buy |
9,167
+2,360
| +35% | +$203K | 0.19% | 74 |
|
|
2021
Q2 | $586K | Sell |
6,807
-1,979
| -23% | -$170K | 0.2% | 92 |
|
|
2021
Q1 | $758K | Sell |
8,786
-2,972
| -25% | -$256K | 0.28% | 64 |
|
|
2020
Q4 | $1.02M | Buy |
+11,758
| New | +$1.02M | 0.47% | 49 |
|