Schwarz Dygos Wheeler Investment 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 | $307K | Buy |
3,701
+169
| +5% | +$14K | 0.07% | 132 |
|
|
2025
Q1 | $292K | Sell |
3,532
-464
| -12% | -$38.4K | 0.07% | 134 |
|
|
2024
Q4 | $328K | Buy |
3,996
+358
| +10% | +$29.4K | 0.08% | 121 |
|
|
2024
Q3 | $303K | Sell |
3,638
-611
| -14% | -$50.8K | 0.08% | 123 |
|
|
2024
Q2 | $347K | Sell |
4,249
-324
| -7% | -$26.5K | 0.09% | 108 |
|
|
2024
Q1 | $374K | Sell |
4,573
-918
| -17% | -$75.1K | 0.1% | 108 |
|
|
2023
Q4 | $451K | Sell |
5,491
-804
| -13% | -$66K | 0.14% | 97 |
|
|
2023
Q3 | $510K | Buy |
6,295
+1,107
| +21% | +$89.6K | 0.17% | 85 |
|
|
2023
Q2 | $421K | Sell |
5,188
-474
| -8% | -$38.4K | 0.14% | 92 |
|
|
2023
Q1 | $465K | Buy |
5,662
+3,132
| +124% | +$257K | 0.17% | 83 |
|
|
2022
Q4 | $205K | Buy |
+2,530
| New | +$205K | 0.08% | 124 |
|