Wealthcare Advisory Partners’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 | $3.36M | Sell |
40,503
-2,093
| -5% | -$173K | 0.08% | 212 |
|
|
2025
Q1 | $3.52M | Buy |
42,596
+15,716
| +58% | +$1.3M | 0.09% | 184 |
|
|
2024
Q4 | $2.2M | Sell |
26,880
-2,019
| -7% | -$166K | 0.06% | 252 |
|
|
2024
Q3 | $2.4M | Sell |
28,899
-160,511
| -85% | -$13.3M | 0.07% | 238 |
|
|
2024
Q2 | $15.5M | Sell |
189,410
-29,851
| -14% | -$2.44M | 0.48% | 41 |
|
|
2024
Q1 | $17.9M | Sell |
219,261
-33,520
| -13% | -$2.74M | 0.59% | 37 |
|
|
2023
Q4 | $20.7M | Sell |
252,781
-25,430
| -9% | -$2.09M | 0.82% | 29 |
|
|
2023
Q3 | $22.5M | Sell |
278,211
-146,148
| -34% | -$11.8M | 1.03% | 20 |
|
|
2023
Q2 | $34.4M | Buy |
424,359
+218,084
| +106% | +$17.7M | 1.54% | 12 |
|
|
2023
Q1 | $16.9M | Buy |
206,275
+1,349
| +0.7% | +$111K | 0.73% | 30 |
|
|
2022
Q4 | $16.6M | Buy |
204,926
+19,417
| +10% | +$1.58M | 0.79% | 30 |
|
|
2022
Q3 | $15.1M | Buy |
185,509
+38,110
| +26% | +$3.09M | 0.86% | 25 |
|
|
2022
Q2 | $12.2M | Buy |
147,399
+131,005
| +799% | +$10.8M | 0.74% | 32 |
|
|
2022
Q1 | $1.37M | Buy |
16,394
+5,031
| +44% | +$419K | 0.08% | 144 |
|
|
2021
Q4 | $972K | Buy |
11,363
+2,895
| +34% | +$248K | 0.06% | 198 |
|
|
2021
Q3 | $730K | Buy |
8,468
+690
| +9% | +$59.5K | 0.05% | 246 |
|
|
2021
Q2 | $670K | Buy |
7,778
+4,896
| +170% | +$422K | 0.04% | 259 |
|
|
2021
Q1 | $249K | Sell |
2,882
-320
| -10% | -$27.6K | 0.02% | 437 |
|
|
2020
Q4 | $277K | Sell |
3,202
-1,130
| -26% | -$97.8K | 0.02% | 338 |
|
|
2020
Q3 | $375K | Sell |
4,332
-2,040
| -32% | -$177K | 0.04% | 245 |
|
|
2020
Q2 | $552K | Sell |
6,372
-774
| -11% | -$67.1K | 0.07% | 160 |
|
|
2020
Q1 | $619K | Sell |
7,146
-399
| -5% | -$34.6K | 0.09% | 127 |
|
|
2019
Q4 | $639K | Buy |
7,545
+1,541
| +26% | +$131K | 0.08% | 143 |
|
|
2019
Q3 | $509K | Buy |
6,004
+1,341
| +29% | +$114K | 0.07% | 150 |
|
|
2019
Q2 | $395K | Buy |
4,663
+982
| +27% | +$83.2K | 0.06% | 166 |
|
|
2019
Q1 | $310K | Buy |
3,681
+3,023
| +459% | +$255K | 0.05% | 179 |
|
|
2018
Q4 | $55K | Buy |
658
+5
| +0.8% | +$418 | 0.01% | 412 |
|
|
2018
Q3 | $54K | Sell |
653
-90
| -12% | -$7.44K | 0.01% | 454 |
|
|
2018
Q2 | $62K | Sell |
743
-1,127
| -60% | -$94K | 0.01% | 425 |
|
|
2018
Q1 | $156K | Sell |
1,870
-42
| -2% | -$3.5K | 0.04% | 225 |
|
|
2017
Q4 | $160K | Buy |
1,912
+445
| +30% | +$37.2K | 0.04% | 201 |
|
|
2017
Q3 | $124K | Buy |
+1,467
| New | +$124K | 0.04% | 193 |
|