Strategic Wealth Partners’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 | $797K | Buy |
+9,623
| New | +$797K | 0.06% | 170 |
|
|
2024
Q4 | $921K | Buy |
11,231
+1,235
| +12% | +$101K | 0.08% | 157 |
|
|
2024
Q3 | $831K | Sell |
9,996
-322
| -3% | -$26.8K | 0.08% | 158 |
|
|
2024
Q2 | $842K | Sell |
10,318
-347
| -3% | -$28.3K | 0.09% | 150 |
|
|
2024
Q1 | $872K | Sell |
10,665
-1,161
| -10% | -$94.9K | 0.1% | 145 |
|
|
2023
Q4 | $970K | Sell |
11,826
-7,830
| -40% | -$642K | 0.12% | 130 |
|
|
2023
Q3 | $1.59M | Buy |
19,656
+127
| +0.7% | +$10.3K | 0.21% | 120 |
|
|
2023
Q2 | $1.58M | Buy |
19,529
+4,479
| +30% | +$363K | 0.2% | 124 |
|
|
2023
Q1 | $1.24M | Sell |
15,050
-1,362
| -8% | -$112K | 0.19% | 120 |
|
|
2022
Q4 | $1.33M | Buy |
16,412
+5,249
| +47% | +$426K | 0.25% | 107 |
|
|
2022
Q3 | $907K | Buy |
11,163
+778
| +7% | +$63.2K | 0.19% | 131 |
|
|
2022
Q2 | $860K | Sell |
10,385
-2,122
| -17% | -$176K | 0.19% | 125 |
|
|
2022
Q1 | $1.04M | Sell |
12,507
-3,494
| -22% | -$291K | 0.2% | 130 |
|
|
2021
Q4 | $1.37M | Sell |
16,001
-3,645
| -19% | -$312K | 0.26% | 120 |
|
|
2021
Q3 | $1.69M | Buy |
19,646
+6,879
| +54% | +$593K | 0.5% | 48 |
|
|
2021
Q2 | $1.1M | Sell |
12,767
-184
| -1% | -$15.9K | 0.36% | 78 |
|
|
2021
Q1 | $1.12M | Buy |
12,951
+1,132
| +10% | +$97.6K | 0.45% | 59 |
|
|
2020
Q4 | $1.02M | Sell |
11,819
-954
| -7% | -$82.4K | 0.43% | 66 |
|
|
2020
Q3 | $1.11M | Sell |
12,773
-101,091
| -89% | -$8.75M | 0.56% | 54 |
|
|
2020
Q2 | $9.86M | Buy |
113,864
+76,342
| +203% | +$6.61M | 5.1% | 2 |
|
|
2020
Q1 | $3.18M | Hold |
37,522
| – | – | 1.65% | 10 |
|
|
2019
Q4 | $3.18M | Buy |
37,522
+18,564
| +98% | +$1.57M | 1.65% | 10 |
|
|
2019
Q3 | $207K | Sell |
18,958
-3,614
| -16% | -$39.4K | 1.06% | 24 |
|
|
2019
Q2 | $1.91M | Sell |
22,572
-2,792
| -11% | -$237K | 0.92% | 21 |
|
|
2019
Q1 | $2.13M | Buy |
25,364
+3,685
| +17% | +$309K | 0.98% | 20 |
|
|
2018
Q4 | $1.84M | Buy |
21,679
+1,411
| +7% | +$119K | 0.93% | 18 |
|
|
2018
Q3 | $1.68M | Sell |
20,268
-2,110
| -9% | -$175K | 0.9% | 27 |
|
|
2018
Q2 | $1.87M | Sell |
22,378
-676
| -3% | -$56.4K | 1.08% | 16 |
|
|
2018
Q1 | $1.93M | Sell |
23,054
-10,936
| -32% | -$914K | 0.99% | 25 |
|
|
2017
Q4 | $2.86M | Buy |
+33,990
| New | +$2.86M | 1.59% | 9 |
|