Wealth Enhancement Advisory Services’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 | $35.1M | Sell |
425,730
-4,108
| -1% | -$339K | 0.06% | 290 |
|
|
2025
Q1 | $35.6M | Sell |
429,838
-92,266
| -18% | -$7.63M | 0.07% | 265 |
|
|
2024
Q4 | $42.8M | Buy |
522,104
+155,325
| +42% | +$12.7M | 0.08% | 228 |
|
|
2024
Q3 | $30.5M | Buy |
366,779
+1,114
| +0.3% | +$92.6K | 0.07% | 281 |
|
|
2024
Q2 | $29.9M | Buy |
365,665
+303,284
| +486% | +$24.8M | 0.07% | 261 |
|
|
2024
Q1 | $5.1M | Sell |
62,381
-49,681
| -44% | -$4.06M | 0.01% | 654 |
|
|
2023
Q4 | $9.19M | Sell |
112,062
-1,641
| -1% | -$135K | 0.03% | 453 |
|
|
2023
Q3 | $9.21M | Buy |
+113,703
| New | +$9.21M | 0.03% | 432 |
|
|
2022
Q2 | – | Sell |
-9,764
| Closed | -$812K | – | 367 |
|
|
2022
Q1 | $812K | Buy |
+9,764
| New | +$812K | 0.01% | 253 |
|
|
2021
Q3 | – | Sell |
-68,374
| Closed | -$5.89M | – | 332 |
|
|
2021
Q2 | $5.89M | Buy |
68,374
+3,454
| +5% | +$298K | 0.1% | 93 |
|
|
2021
Q1 | $5.6M | Buy |
64,920
+11,249
| +21% | +$970K | 0.1% | 91 |
|
|
2020
Q4 | $4.63M | Buy |
53,671
+8,045
| +18% | +$695K | 0.1% | 79 |
|
|
2020
Q3 | $3.94M | Buy |
45,626
+4,757
| +12% | +$411K | 0.1% | 71 |
|
|
2020
Q2 | $3.54M | Buy |
40,869
+5,864
| +17% | +$508K | 0.1% | 76 |
|
|
2020
Q1 | $3.03M | Buy |
35,005
+16,451
| +89% | +$1.43M | 0.11% | 82 |
|
|
2019
Q4 | $1.57M | Buy |
18,554
+5,273
| +40% | +$446K | 0.06% | 133 |
|
|
2019
Q3 | $1.13M | Buy |
13,281
+3,462
| +35% | +$294K | 0.05% | 145 |
|
|
2019
Q2 | $830K | Buy |
9,819
+4,931
| +101% | +$417K | 0.04% | 170 |
|
|
2019
Q1 | $410K | Buy |
+4,888
| New | +$410K | 0.02% | 167 |
|