TruWealth 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 | $213K | Buy |
2,573
+44
| +2% | +$3.65K | 0.01% | 168 |
|
|
2025
Q1 | $209K | Sell |
2,529
-441
| -15% | -$36.5K | 0.01% | 154 |
|
|
2024
Q4 | $243K | Sell |
2,970
-504
| -15% | -$41.3K | 0.01% | 145 |
|
|
2024
Q3 | $289K | Sell |
3,474
-1,299
| -27% | -$108K | 0.02% | 132 |
|
|
2024
Q2 | $390K | Sell |
4,773
-2,639
| -36% | -$215K | 0.03% | 115 |
|
|
2024
Q1 | $606K | Sell |
7,412
-319
| -4% | -$26.1K | 0.04% | 94 |
|
|
2023
Q4 | $634K | Sell |
7,731
-41,119
| -84% | -$3.37M | 0.05% | 87 |
|
|
2023
Q3 | $3.96M | Sell |
48,850
-527
| -1% | -$42.7K | 0.34% | 52 |
|
|
2023
Q2 | $4M | Buy |
49,377
+3,770
| +8% | +$306K | 0.34% | 52 |
|
|
2023
Q1 | $3.75M | Buy |
45,607
+2,378
| +6% | +$195K | 0.34% | 53 |
|
|
2022
Q4 | $3.51M | Buy |
43,229
+4,341
| +11% | +$352K | 0.34% | 57 |
|
|
2022
Q3 | $3.16M | Buy |
+38,888
| New | +$3.16M | 0.33% | 51 |
|
|
2022
Q2 | – | Sell |
-3,441
| Closed | -$287K | – | 145 |
|
|
2022
Q1 | $287K | Sell |
3,441
-979
| -22% | -$81.7K | 0.03% | 97 |
|
|
2021
Q4 | $378K | Sell |
4,420
-86
| -2% | -$7.36K | 0.04% | 88 |
|
|
2021
Q3 | $388K | Buy |
4,506
+1,609
| +56% | +$139K | 0.04% | 82 |
|
|
2021
Q2 | $250K | Buy |
+2,897
| New | +$250K | 0.03% | 100 |
|
|
2021
Q1 | – | Sell |
-3,303
| Closed | -$285K | – | 115 |
|
|
2020
Q4 | $285K | Buy |
+3,303
| New | +$285K | 0.04% | 88 |
|