U.S. Capital 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 | $359K | Sell |
4,330
-80
| -2% | -$6.63K | 0.01% | 674 |
|
|
2025
Q1 | $365K | Sell |
4,410
-346
| -7% | -$28.6K | 0.01% | 651 |
|
|
2024
Q4 | $390K | Sell |
4,756
-225
| -5% | -$18.4K | 0.01% | 616 |
|
|
2024
Q3 | $414K | Sell |
4,981
-130
| -3% | -$10.8K | 0.01% | 520 |
|
|
2024
Q2 | $417K | Hold |
5,111
| – | – | 0.02% | 494 |
|
|
2024
Q1 | $418K | Sell |
5,111
-138
| -3% | -$11.3K | 0.02% | 495 |
|
|
2023
Q4 | $431K | Sell |
5,249
-2,149
| -29% | -$176K | 0.02% | 479 |
|
|
2023
Q3 | $599K | Sell |
7,398
-5,605
| -43% | -$454K | 0.03% | 398 |
|
|
2023
Q2 | $1.05M | Buy |
13,003
+8,730
| +204% | +$708K | 0.05% | 317 |
|
|
2023
Q1 | $351K | Buy |
4,273
+4,003
| +1,483% | +$329K | 0.02% | 505 |
|
|
2022
Q4 | $21.9K | Buy |
+270
| New | +$21.9K | ﹤0.01% | 1086 |
|