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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $344K | Sell |
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|
2025
Q2 | $359K | Sell |
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2025
Q1 | $365K | Sell |
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|
2024
Q4 | $390K | Sell |
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|
2024
Q3 | $414K | Sell |
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|
2024
Q2 | $417K | Hold |
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|
2024
Q1 | $418K | Sell |
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|
2023
Q4 | $431K | Sell |
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|
2023
Q3 | $599K | Sell |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $21.9K | Buy |
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