SW
SkyOak Wealth’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 | $624K | Hold |
7,530
| – | – | 0.13% | 103 |
|
|
2025
Q1 | $623K | Hold |
7,530
| – | – | 0.14% | 98 |
|
|
2024
Q4 | $617K | Sell |
7,530
-288
| -4% | -$23.6K | 0.13% | 100 |
|
|
2024
Q3 | $650K | Sell |
7,818
-85
| -1% | -$7.07K | 0.14% | 95 |
|
|
2024
Q2 | $645K | Sell |
7,903
-795
| -9% | -$64.9K | 0.15% | 96 |
|
|
2024
Q1 | $711K | Sell |
8,698
-707
| -8% | -$57.8K | 0.17% | 94 |
|
|
2023
Q4 | $772K | Hold |
9,405
| – | – | 0.2% | 88 |
|
|
2023
Q3 | $762K | Sell |
9,405
-509
| -5% | -$41.2K | 0.22% | 85 |
|
|
2023
Q2 | $804K | Sell |
9,914
-1,562
| -14% | -$127K | 0.23% | 85 |
|
|
2023
Q1 | $943K | Sell |
11,476
-2,754
| -19% | -$226K | 0.29% | 76 |
|
|
2022
Q4 | $1.16M | Sell |
14,230
-5,557
| -28% | -$451K | 0.39% | 64 |
|
|
2022
Q3 | $1.61M | Sell |
19,787
-28,543
| -59% | -$2.32M | 0.58% | 49 |
|
|
2022
Q2 | $4M | Buy |
48,330
+248
| +0.5% | +$20.5K | 1.37% | 19 |
|
|
2022
Q1 | $4.01M | Buy |
48,082
+42,514
| +764% | +$3.54M | 1.11% | 26 |
|
|
2021
Q4 | $476K | Hold |
5,568
| – | – | 0.12% | 138 |
|
|
2021
Q3 | $480K | Sell |
5,568
-5
| -0.1% | -$431 | 0.13% | 134 |
|
|
2021
Q2 | $480K | Hold |
5,573
| – | – | 0.13% | 133 |
|
|
2021
Q1 | $481K | Sell |
5,573
-1,098
| -16% | -$94.8K | 0.13% | 133 |
|
|
2020
Q4 | $576K | Sell |
6,671
-203
| -3% | -$17.5K | 0.18% | 122 |
|
|
2020
Q3 | $595K | Sell |
6,874
-1,480
| -18% | -$128K | 0.21% | 109 |
|
|
2020
Q2 | $724K | Sell |
8,354
-3,311
| -28% | -$287K | 0.27% | 92 |
|
|
2020
Q1 | $1.01M | Buy |
11,665
+4,470
| +62% | +$387K | 0.52% | 46 |
|
|
2019
Q4 | $609K | Buy |
+7,195
| New | +$609K | 0.19% | 126 |
|