UFA
US Financial Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.23M | Sell |
75,343
-1,464
| -2% | -$121K | 1.84% | 20 |
|
|
2024
Q4 | $6.3M | Buy |
76,807
+2,992
| +4% | +$245K | 1.94% | 18 |
|
|
2024
Q3 | $6.14M | Buy |
73,815
+2,678
| +4% | +$223K | 1.91% | 18 |
|
|
2024
Q2 | $5.81M | Buy |
71,137
+9,790
| +16% | +$799K | 1.95% | 18 |
|
|
2024
Q1 | $5.02M | Buy |
61,347
+2,910
| +5% | +$238K | 1.74% | 17 |
|
|
2023
Q4 | $4.79M | Buy |
58,437
+1,488
| +3% | +$122K | 1.79% | 17 |
|
|
2023
Q3 | $4.61M | Sell |
56,949
-32,764
| -37% | -$2.65M | 1.92% | 17 |
|
|
2023
Q2 | $7.27M | Sell |
89,713
-433
| -0.5% | -$35.1K | 3.09% | 11 |
|
|
2023
Q1 | $7.41M | Buy |
90,146
+3,070
| +4% | +$252K | 3.3% | 11 |
|
|
2022
Q4 | $7.07M | Sell |
87,076
-1,552
| -2% | -$126K | 3.55% | 9 |
|
|
2022
Q3 | $7.2M | Buy |
88,628
+3,182
| +4% | +$258K | 4.03% | 10 |
|
|
2022
Q2 | $7.07M | Sell |
85,446
-3,706
| -4% | -$307K | 3.97% | 11 |
|
|
2022
Q1 | $7.43M | Sell |
89,152
-12,506
| -12% | -$1.04M | 3.57% | 12 |
|
|
2021
Q4 | $8.7M | Buy |
101,658
+18
| +0% | +$1.54K | 3.96% | 10 |
|
|
2021
Q3 | $8.76M | Buy |
101,640
+27
| +0% | +$2.33K | 4.34% | 8 |
|
|
2021
Q2 | $8.76M | Sell |
101,613
-23,538
| -19% | -$2.03M | 4.27% | 8 |
|
|
2021
Q1 | $10.8M | Sell |
125,151
-2,999
| -2% | -$259K | 3% | 10 |
|
|
2020
Q4 | $11.1M | Buy |
+128,150
| New | +$11.1M | 3.34% | 8 |
|
|
2016
Q2 | – | Sell |
-1,011
| Closed | -$86K | – | 343 |
|
|
2016
Q1 | $86K | Buy |
1,011
+158
| +19% | +$13.4K | 0.15% | 64 |
|
|
2015
Q4 | $72K | Buy |
853
+371
| +77% | +$31.3K | 0.07% | 115 |
|
|
2015
Q3 | $41K | Buy |
482
+363
| +305% | +$30.9K | 0.07% | 126 |
|
|
2015
Q2 | $10K | Hold |
119
| – | – | 0.01% | 234 |
|
|
2015
Q1 | $10K | Hold |
119
| – | – | 0.01% | 264 |
|
|
2014
Q4 | $10K | Buy |
+119
| New | +$10K | 0.01% | 243 |
|