TRUE Private 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 | $1.83M | Buy |
22,118
+170
| +0.8% | +$14.1K | 0.21% | 78 |
|
|
2025
Q1 | $1.82M | Sell |
21,948
-72
| -0.3% | -$5.96K | 0.22% | 65 |
|
|
2024
Q4 | $1.81M | Sell |
22,020
-22,703
| -51% | -$1.86M | 0.22% | 71 |
|
|
2024
Q3 | $3.72M | Sell |
44,723
-44,382
| -50% | -$3.69M | 0.44% | 43 |
|
|
2024
Q2 | $7.28M | Sell |
89,105
-20,009
| -18% | -$1.63M | 0.82% | 21 |
|
|
2024
Q1 | $8.92M | Sell |
109,114
-27,874
| -20% | -$2.28M | 1.02% | 17 |
|
|
2023
Q4 | $11.2M | Sell |
136,988
-409,518
| -75% | -$33.6M | 1.42% | 15 |
|
|
2023
Q3 | $44.3M | Sell |
546,506
-244,533
| -31% | -$19.8M | 6.15% | 2 |
|
|
2023
Q2 | $64.1M | Sell |
791,039
-141,726
| -15% | -$11.5M | 9.47% | 1 |
|
|
2023
Q1 | $76.6M | Sell |
932,765
-650,756
| -41% | -$53.5M | 11.34% | 1 |
|
|
2022
Q4 | $129M | Sell |
1,583,521
-335,692
| -17% | -$27.2M | 19.79% | 1 |
|
|
2022
Q3 | $156M | Buy |
1,919,213
+928,712
| +94% | +$75.4M | 23.59% | 1 |
|
|
2022
Q2 | $82M | Buy |
990,501
+212,580
| +27% | +$17.6M | 11.93% | 1 |
|
|
2022
Q1 | $64.6M | Buy |
777,921
+768,503
| +8,160% | +$63.8M | 9.09% | 2 |
|
|
2021
Q4 | $805K | Sell |
9,418
-1,200
| -11% | -$103K | 0.11% | 111 |
|
|
2021
Q3 | $914K | Hold |
10,618
| – | – | 0.13% | 92 |
|
|
2021
Q2 | $914K | Sell |
10,618
-328
| -3% | -$28.2K | 0.14% | 93 |
|
|
2021
Q1 | $944K | Sell |
10,946
-4,497
| -29% | -$388K | 0.15% | 89 |
|
|
2020
Q4 | $1.33M | Sell |
15,443
-7,690
| -33% | -$664K | 0.22% | 69 |
|
|
2020
Q3 | $2M | Sell |
23,133
-486,392
| -95% | -$42.1M | 0.34% | 49 |
|
|
2020
Q2 | $44.1M | Sell |
509,525
-11,324
| -2% | -$981K | 8.07% | 2 |
|
|
2020
Q1 | $45.1M | Sell |
520,849
-550,663
| -51% | -$47.7M | 9.61% | 2 |
|
|
2019
Q4 | $90.7M | Sell |
1,071,512
-26,500
| -2% | -$2.24M | 13.9% | 2 |
|
|
2019
Q3 | $93.1M | Sell |
1,098,012
-3,887
| -0.4% | -$330K | 16.09% | 1 |
|
|
2019
Q2 | $93.4M | Sell |
1,101,899
-192,770
| -15% | -$16.3M | 15.92% | 1 |
|
|
2019
Q1 | $109M | Buy |
1,294,669
+162,658
| +14% | +$13.7M | 20.76% | 1 |
|
|
2018
Q4 | $94.7M | Buy |
1,132,011
+1,121,685
| +10,863% | +$93.8M | 16.7% | 1 |
|
|
2018
Q3 | $858K | Sell |
10,326
-42
| -0.4% | -$3.49K | 0.12% | 114 |
|
|
2018
Q2 | $864K | Sell |
10,368
-3,314
| -24% | -$276K | 0.14% | 104 |
|
|
2018
Q1 | $1.14M | Sell |
13,682
-6,251
| -31% | -$522K | 0.2% | 75 |
|
|
2017
Q4 | $1.67M | Sell |
19,933
-26,734
| -57% | -$2.24M | 0.29% | 57 |
|
|
2017
Q3 | $3.94M | Sell |
46,667
-3,172
| -6% | -$268K | 0.89% | 24 |
|
|
2017
Q2 | $4.21M | Buy |
49,839
+28,806
| +137% | +$2.43M | 0.98% | 22 |
|
|
2017
Q1 | $1.78M | Sell |
21,033
-33
| -0.2% | -$2.79K | 0.41% | 36 |
|
|
2016
Q4 | $1.78M | Sell |
21,066
-19,214
| -48% | -$1.62M | 0.43% | 31 |
|
|
2016
Q3 | $3.42M | Buy |
40,280
+10,762
| +36% | +$913K | 1.1% | 19 |
|
|
2016
Q2 | $2.52M | Sell |
29,518
-242,628
| -89% | -$20.7M | 0.84% | 28 |
|
|
2016
Q1 | $23.1M | Buy |
272,146
+50,430
| +23% | +$4.29M | 9% | 2 |
|
|
2015
Q4 | $18.7M | Buy |
+221,716
| New | +$18.7M | 8.23% | 2 |
|