SWA
SOA Wealth Advisors’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 | $151K | Sell |
1,826
-127
| -7% | -$10.5K | 0.03% | 230 |
|
|
2025
Q1 | $162K | Sell |
1,953
-38
| -2% | -$3.15K | 0.03% | 207 |
|
|
2024
Q4 | $163K | Buy |
1,991
+25
| +1% | +$2.05K | 0.03% | 205 |
|
|
2024
Q3 | $163K | Buy |
1,966
+19
| +1% | +$1.58K | 0.03% | 204 |
|
|
2024
Q2 | $159K | Buy |
1,947
+19
| +1% | +$1.55K | 0.03% | 201 |
|
|
2024
Q1 | $158K | Buy |
1,928
+11
| +0.6% | +$900 | 0.03% | 201 |
|
|
2023
Q4 | $157K | Sell |
1,917
-122
| -6% | -$10K | 0.04% | 193 |
|
|
2023
Q3 | $165K | Buy |
2,039
+157
| +8% | +$12.7K | 0.04% | 185 |
|
|
2023
Q2 | $153K | Buy |
1,882
+13
| +0.7% | +$1.05K | 0.04% | 189 |
|
|
2023
Q1 | $154K | Buy |
1,869
+7
| +0.4% | +$575 | 0.04% | 184 |
|
|
2022
Q4 | $151K | Buy |
1,862
+13
| +0.7% | +$1.06K | 0.04% | 182 |
|
|
2022
Q3 | $150K | Buy |
1,849
+6
| +0.3% | +$487 | 0.05% | 166 |
|
|
2022
Q2 | $152K | Buy |
1,843
+3
| +0.2% | +$247 | 0.04% | 165 |
|
|
2022
Q1 | $153K | Buy |
1,840
+1
| +0.1% | +$83 | 0.04% | 190 |
|
|
2021
Q4 | $157K | Sell |
1,839
-103
| -5% | -$8.79K | 0.04% | 184 |
|
|
2021
Q3 | $167K | Buy |
1,942
+1
| +0.1% | +$86 | 0.04% | 168 |
|
|
2021
Q2 | $167K | Buy |
1,941
+1
| +0.1% | +$86 | 0.04% | 169 |
|
|
2021
Q1 | $167K | Hold |
1,940
| – | – | 0.05% | 153 |
|
|
2020
Q4 | $167K | Buy |
+1,940
| New | +$167K | 0.05% | 144 |
|