SFMG Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $451K | Hold |
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|
2023
Q3 | $445K | Hold |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $549K | Sell |
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|
2022
Q4 | $2.47M | Sell |
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|
2022
Q3 | $2.77M | Hold |
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|
2022
Q2 | $2.83M | Sell |
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|
2022
Q1 | $2.88M | Sell |
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|
2021
Q4 | $3.98M | Hold |
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|
2021
Q3 | $4.01M | Sell |
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|
2021
Q2 | $4.04M | Sell |
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|
2021
Q1 | $4.4M | Sell |
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|
2020
Q4 | $4.99M | Sell |
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|
2020
Q3 | $5.26M | Sell |
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|
2020
Q2 | $16.9M | Sell |
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|
2020
Q1 | $81.1M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.43M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $258K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $4.99M | Sell |
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|
2017
Q2 | $6M | Sell |
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|
2017
Q1 | $6.07M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $410K | Sell |
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|
2016
Q1 | $3.04M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $2.69M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $268K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $422K | Buy |
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