Strata Wealth 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 | $3.32M | Sell |
40,113
-4,867
| -11% | -$403K | 0.92% | 20 |
|
|
2025
Q1 | $3.72M | Buy |
44,980
+3,510
| +8% | +$290K | 1.16% | 14 |
|
|
2024
Q4 | $3.4M | Buy |
41,470
+365
| +0.9% | +$29.9K | 1.07% | 16 |
|
|
2024
Q3 | $3.42M | Buy |
41,105
+953
| +2% | +$79.2K | 1.1% | 16 |
|
|
2024
Q2 | $3.28M | Buy |
40,152
+31,623
| +371% | +$2.58M | 1.13% | 17 |
|
|
2024
Q1 | $697K | Buy |
8,529
+2,812
| +49% | +$230K | 0.25% | 41 |
|
|
2023
Q4 | $469K | Buy |
5,717
+2,472
| +76% | +$203K | 0.18% | 48 |
|
|
2023
Q3 | $263K | Buy |
+3,245
| New | +$263K | 0.13% | 44 |
|
|
2023
Q1 | $249K | Buy |
+3,028
| New | +$249K | 0.13% | 47 |
|