SWM
SigFig Wealth Management’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 | $4.29M | Sell |
51,809
-1,434
| -3% | -$119K | 0.14% | 58 |
|
|
2025
Q1 | $4.45M | Sell |
53,243
-136
| -0.3% | -$11.4K | 0.16% | 55 |
|
|
2024
Q4 | $4.42M | Buy |
53,379
+3,038
| +6% | +$252K | 0.16% | 58 |
|
|
2024
Q3 | $4.24M | Sell |
50,341
-207
| -0.4% | -$17.4K | 0.15% | 58 |
|
|
2024
Q2 | $4.11M | Buy |
50,548
+1,457
| +3% | +$118K | 0.15% | 58 |
|
|
2024
Q1 | $4M | Sell |
49,091
-3,753
| -7% | -$306K | 0.15% | 58 |
|
|
2023
Q4 | $4.32M | Buy |
52,844
+1,648
| +3% | +$135K | 0.16% | 55 |
|
|
2023
Q3 | $4.13M | Sell |
51,196
-2,255
| -4% | -$182K | 0.17% | 60 |
|
|
2023
Q2 | $4.3M | Buy |
53,451
+958
| +2% | +$77.1K | 0.17% | 58 |
|
|
2023
Q1 | $4.28M | Buy |
52,493
+347
| +0.7% | +$28.3K | 0.24% | 51 |
|
|
2022
Q4 | $4.49M | Sell |
52,146
-6,955
| -12% | -$599K | 0.22% | 44 |
|
|
2022
Q3 | $4.79M | Sell |
59,101
-278
| -0.5% | -$22.5K | 0.25% | 44 |
|
|
2022
Q2 | $5M | Sell |
59,379
-935
| -2% | -$78.7K | 0.26% | 41 |
|
|
2022
Q1 | $5.1M | Sell |
60,314
-7,493
| -11% | -$634K | 0.25% | 39 |
|
|
2021
Q4 | $5.63M | Buy |
67,807
+651
| +1% | +$54.1K | 0.26% | 38 |
|
|
2021
Q3 | $5.79M | Buy |
67,156
+8,073
| +14% | +$695K | 0.29% | 38 |
|
|
2021
Q2 | $5.09M | Buy |
59,083
+4,316
| +8% | +$372K | 0.27% | 37 |
|
|
2021
Q1 | $4.72M | Buy |
54,767
+6,727
| +14% | +$580K | 0.29% | 34 |
|
|
2020
Q4 | $4.15M | Buy |
48,040
+4,176
| +10% | +$361K | 0.3% | 30 |
|
|
2020
Q3 | $3.79M | Buy |
43,864
+1,082
| +3% | +$93.6K | 0.35% | 29 |
|
|
2020
Q2 | $3.71M | Buy |
42,782
+4,074
| +11% | +$353K | 0.4% | 25 |
|
|
2020
Q1 | $3.36M | Sell |
38,708
-4,445
| -10% | -$385K | 0.46% | 27 |
|
|
2019
Q4 | $3.65M | Buy |
43,153
+2,655
| +7% | +$225K | 0.45% | 27 |
|
|
2019
Q3 | $3.44M | Sell |
40,498
-1,352
| -3% | -$115K | 0.49% | 27 |
|
|
2019
Q2 | $3.55M | Buy |
41,850
+2,893
| +7% | +$245K | 0.55% | 30 |
|
|
2019
Q1 | $3.28M | Buy |
38,957
+262
| +0.7% | +$22K | 0.58% | 30 |
|
|
2018
Q4 | $3.24M | Sell |
38,695
-893
| -2% | -$74.7K | 0.69% | 30 |
|
|
2018
Q3 | $3.29M | Buy |
39,588
+1,105
| +3% | +$91.8K | 0.68% | 30 |
|
|
2018
Q2 | $3.21M | Sell |
38,483
-1,973
| -5% | -$165K | 0.83% | 31 |
|
|
2018
Q1 | $3.38M | Buy |
40,456
+37,685
| +1,360% | +$3.15M | 1.97% | 20 |
|
|
2017
Q4 | $233K | Buy |
+2,771
| New | +$233K | 0.11% | 32 |
|