Tower View Wealth Management’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 | $184K | Buy |
2,226
+14
| +0.6% | +$1.16K | 0.1% | 65 |
|
|
2025
Q1 | $183K | Buy |
2,212
+14
| +0.6% | +$1.16K | 0.11% | 53 |
|
|
2024
Q4 | $180K | Sell |
2,198
-197
| -8% | -$16.2K | 0.1% | 57 |
|
|
2024
Q3 | $199K | Buy |
2,395
+24
| +1% | +$2K | 0.11% | 54 |
|
|
2024
Q2 | $194K | Buy |
2,371
+23
| +1% | +$1.88K | 0.11% | 52 |
|
|
2024
Q1 | $192K | Sell |
2,348
-25
| -1% | -$2.05K | 0.11% | 58 |
|
|
2023
Q4 | $195K | Buy |
2,373
+27
| +1% | +$2.22K | 0.12% | 55 |
|
|
2023
Q3 | $190K | Sell |
2,346
-2,253
| -49% | -$182K | 0.13% | 55 |
|
|
2023
Q2 | $373K | Sell |
4,599
-106
| -2% | -$8.6K | 0.25% | 48 |
|
|
2023
Q1 | $387K | Buy |
4,705
+18
| +0.4% | +$1.48K | 0.26% | 51 |
|
|
2022
Q4 | $380K | Sell |
4,687
-309
| -6% | -$25.1K | 0.26% | 53 |
|
|
2022
Q3 | $406K | Buy |
4,996
+41
| +0.8% | +$3.33K | 0.31% | 50 |
|
|
2022
Q2 | $410K | Sell |
4,955
-103
| -2% | -$8.52K | 0.3% | 52 |
|
|
2022
Q1 | $422K | Buy |
5,058
+58
| +1% | +$4.84K | 0.23% | 62 |
|
|
2021
Q4 | $428K | Sell |
5,000
-398
| -7% | -$34.1K | 0.22% | 62 |
|
|
2021
Q3 | $465K | Sell |
5,398
-103
| -2% | -$8.87K | 0.26% | 61 |
|
|
2021
Q2 | $474K | Buy |
5,501
+3
| +0.1% | +$258 | 0.24% | 67 |
|
|
2021
Q1 | $474K | Sell |
5,498
-1,115
| -17% | -$96.1K | 0.26% | 70 |
|
|
2020
Q4 | $571K | Sell |
6,613
-259
| -4% | -$22.4K | 0.32% | 64 |
|
|
2020
Q3 | $594K | Buy |
+6,872
| New | +$594K | 0.39% | 61 |
|
|
2020
Q2 | – | Sell |
-7,088
| Closed | -$614K | – | 158 |
|
|
2020
Q1 | $614K | Sell |
7,088
-140
| -2% | -$12.1K | 0.55% | 52 |
|
|
2019
Q4 | $612K | Sell |
7,228
-139
| -2% | -$11.8K | 0.46% | 57 |
|
|
2019
Q3 | $625K | Sell |
7,367
-269
| -4% | -$22.8K | 0.52% | 55 |
|
|
2019
Q2 | $647K | Sell |
7,636
-183
| -2% | -$15.5K | 0.55% | 53 |
|
|
2019
Q1 | $658K | Buy |
7,819
+248
| +3% | +$20.9K | 0.58% | 50 |
|
|
2018
Q4 | $633K | Buy |
7,571
+91
| +1% | +$7.61K | 0.65% | 47 |
|
|
2018
Q3 | $621K | Hold |
7,480
| – | – | 0.54% | 53 |
|
|
2018
Q2 | $624K | Sell |
7,480
-103
| -1% | -$8.59K | 0.59% | 52 |
|
|
2018
Q1 | $634K | Buy |
7,583
+1,116
| +17% | +$93.3K | 0.63% | 51 |
|
|
2017
Q4 | $542K | Buy |
+6,467
| New | +$542K | 0.5% | 58 |
|