SWA
Strategies 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 | $1.55M | Sell |
18,734
-632
| -3% | -$52.4K | 0.17% | 43 |
|
|
2025
Q1 | $1.6M | Buy |
19,366
+15,252
| +371% | +$1.26M | 0.2% | 39 |
|
|
2024
Q4 | $337K | Sell |
4,114
-19,921
| -83% | -$1.63M | 0.04% | 97 |
|
|
2024
Q3 | $2M | Buy |
24,035
+19,752
| +461% | +$1.64M | 0.27% | 32 |
|
|
2024
Q2 | $350K | Buy |
4,283
+1,816
| +74% | +$148K | 0.05% | 71 |
|
|
2024
Q1 | $202K | Sell |
2,467
-92
| -4% | -$7.52K | 0.03% | 94 |
|
|
2023
Q4 | $210K | Buy |
+2,559
| New | +$210K | 0.04% | 81 |
|