WAS
Wealth Advisory Solutions’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
Q2 | $932K | Sell |
11,250
-36
| -0.3% | -$2.98K | 0.24% | 72 |
|
|
2025
Q1 | $934K | Sell |
11,286
-523
| -4% | -$43.3K | 0.25% | 72 |
|
|
2024
Q4 | $968K | Sell |
11,809
-2,722
| -19% | -$223K | 0.27% | 63 |
|
|
2024
Q3 | $1.21M | Sell |
14,531
-4,869
| -25% | -$405K | 0.33% | 61 |
|
|
2024
Q2 | $1.58M | Sell |
19,400
-505
| -3% | -$41.2K | 0.43% | 52 |
|
|
2024
Q1 | $1.63M | Buy |
19,905
+6,133
| +45% | +$502K | 0.42% | 53 |
|
|
2023
Q4 | $1.13M | Sell |
13,772
-22,408
| -62% | -$1.84M | 0.39% | 43 |
|
|
2023
Q3 | $2.94M | Sell |
36,180
-893
| -2% | -$72.7K | 0.58% | 39 |
|
|
2023
Q2 | $3.01M | Sell |
37,073
-3,665
| -9% | -$297K | 0.8% | 39 |
|
|
2023
Q1 | $3.35M | Sell |
40,738
-15,106
| -27% | -$1.24M | 0.89% | 36 |
|
|
2022
Q4 | $4.53M | Sell |
55,844
-140,494
| -72% | -$11.4M | 1.22% | 19 |
|
|
2022
Q3 | $15.9M | Sell |
196,338
-7,833
| -4% | -$636K | 4.41% | 4 |
|
|
2022
Q2 | $16.9M | Sell |
204,171
-16,098
| -7% | -$1.33M | 4.16% | 3 |
|
|
2022
Q1 | $18.4M | Buy |
+220,269
| New | +$18.4M | 3.82% | 3 |
|
|
2021
Q3 | $19M | Buy |
220,450
+69,974
| +47% | +$6.03M | 4.22% | 3 |
|
|
2021
Q2 | $13M | Sell |
150,476
-16,374
| -10% | -$1.41M | 3.08% | 5 |
|
|
2021
Q1 | $14K | Buy |
166,850
+72,922
| +78% | +$6.12K | 0.01% | 66 |
|
|
2020
Q4 | $8.11M | Sell |
93,928
-95,249
| -50% | -$8.23M | 2.2% | 9 |
|
|
2020
Q3 | $11.2M | Buy |
189,177
+24,010
| +15% | +$1.42M | 2.97% | 4 |
|
|
2020
Q2 | $8.88M | Buy |
165,167
+21,131
| +15% | +$1.14M | 2.47% | 5 |
|
|
2020
Q1 | $8.15M | Buy |
144,036
+27,183
| +23% | +$1.54M | 2.77% | 4 |
|
|
2019
Q4 | $7.29M | Buy |
+116,853
| New | +$7.29M | 1.92% | 9 |
|