WCM
Wealthcare Capital Management’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 | $2.68M | Buy |
32,356
+52
| +0.2% | +$4.31K | 0.28% | 19 |
|
|
2025
Q1 | $2.67M | Buy |
32,304
+366
| +1% | +$30.3K | 0.27% | 21 |
|
|
2024
Q4 | $2.62M | Buy |
31,938
+3,331
| +12% | +$273K | 0.26% | 20 |
|
|
2024
Q3 | $2.38M | Buy |
28,607
+407
| +1% | +$33.8K | 0.24% | 22 |
|
|
2024
Q2 | $2.3M | Sell |
28,200
-47
| -0.2% | -$3.84K | 0.24% | 19 |
|
|
2024
Q1 | $2.31M | Buy |
28,247
+16
| +0.1% | +$1.31K | 0.26% | 19 |
|
|
2023
Q4 | $2.32M | Sell |
28,231
-149,901
| -84% | -$12.3M | 0.26% | 19 |
|
|
2023
Q3 | $14.4M | Buy |
178,132
+3,322
| +2% | +$269K | 1.77% | 4 |
|
|
2023
Q2 | $14.2M | Buy |
174,810
+4,767
| +3% | +$387K | 1.66% | 4 |
|
|
2023
Q1 | $14M | Buy |
170,043
+2,759
| +2% | +$227K | 1.7% | 4 |
|
|
2022
Q4 | $13.6M | Buy |
167,284
+24,130
| +17% | +$1.96M | 1.74% | 5 |
|
|
2022
Q3 | $11.6M | Buy |
143,154
+108,104
| +308% | +$8.78M | 1.47% | 7 |
|
|
2022
Q2 | $2.9M | Sell |
35,050
-2,405
| -6% | -$199K | 0.32% | 10 |
|
|
2022
Q1 | $3.12M | Buy |
37,455
+2,056
| +6% | +$171K | 0.3% | 14 |
|
|
2021
Q4 | $3.03M | Sell |
35,399
-1,004
| -3% | -$85.9K | 0.28% | 16 |
|
|
2021
Q3 | $3.14M | Sell |
36,403
-94,386
| -72% | -$8.13M | 0.3% | 14 |
|
|
2021
Q2 | $11.3M | Buy |
130,789
+97,327
| +291% | +$8.39M | 1.08% | 8 |
|
|
2021
Q1 | $2.89M | Buy |
33,462
+1,244
| +4% | +$107K | 0.29% | 14 |
|
|
2020
Q4 | $2.78M | Sell |
32,218
-172
| -0.5% | -$14.9K | 0.29% | 16 |
|
|
2020
Q3 | $2.8M | Buy |
32,390
+882
| +3% | +$76.3K | 0.32% | 14 |
|
|
2020
Q2 | $2.73M | Buy |
31,508
+970
| +3% | +$84K | 0.33% | 14 |
|
|
2020
Q1 | $2.65M | Buy |
30,538
+7,523
| +33% | +$652K | 0.36% | 13 |
|
|
2019
Q4 | $1.95M | Buy |
23,015
+418
| +2% | +$35.4K | 0.23% | 17 |
|
|
2019
Q3 | $1.92M | Buy |
22,597
+494
| +2% | +$41.9K | 0.24% | 17 |
|
|
2019
Q2 | $1.87M | Buy |
22,103
+37
| +0.2% | +$3.14K | 0.26% | 16 |
|
|
2019
Q1 | $1.86M | Hold |
22,066
| – | – | 0.26% | 16 |
|
|
2018
Q4 | $1.85M | Sell |
22,066
-30
| -0.1% | -$2.51K | 0.29% | 14 |
|
|
2018
Q3 | $1.84M | Hold |
22,096
| – | – | 0.22% | 11 |
|
|
2018
Q2 | $1.84M | Buy |
22,096
+655
| +3% | +$54.6K | 0.21% | 10 |
|
|
2018
Q1 | $1.79M | Buy |
21,441
+771
| +4% | +$64.4K | 0.2% | 11 |
|
|
2017
Q4 | $1.73M | Buy |
20,670
+8,834
| +75% | +$741K | 0.2% | 11 |
|
|
2017
Q3 | $1M | Hold |
11,836
| – | – | 0.11% | 18 |
|
|
2017
Q2 | $1M | Buy |
11,836
+207
| +2% | +$17.5K | 0.11% | 20 |
|
|
2017
Q1 | $983K | Sell |
11,629
-53
| -0.5% | -$4.48K | 0.11% | 20 |
|
|
2016
Q4 | $987K | Sell |
11,682
-1,161
| -9% | -$98.1K | 0.11% | 18 |
|
|
2016
Q3 | $1.09M | Hold |
12,843
| – | – | 0.12% | 14 |
|
|
2016
Q2 | $1.1M | Buy |
12,843
+119
| +0.9% | +$10.2K | 0.13% | 15 |
|
|
2016
Q1 | $1.08M | Buy |
12,724
+12,630
| +13,436% | +$1.07M | 0.13% | 15 |
|
|
2015
Q4 | $8K | Hold |
94
| – | – | ﹤0.01% | 156 |
|
|
2015
Q3 | $8K | Sell |
94
-951
| -91% | -$80.9K | ﹤0.01% | 170 |
|
|
2015
Q2 | $89K | Sell |
1,045
-1,588
| -60% | -$135K | 0.01% | 76 |
|
|
2015
Q1 | $223K | Buy |
2,633
+1,643
| +166% | +$139K | 0.03% | 96 |
|
|
2014
Q4 | $84K | Hold |
990
| – | – | 0.01% | 68 |
|
|
2014
Q3 | $84K | Hold |
990
| – | – | 0.01% | 69 |
|
|
2014
Q2 | $84K | Hold |
990
| – | – | 0.01% | 64 |
|
|
2014
Q1 | $84K | Sell |
990
-3,909
| -80% | -$332K | 0.01% | 63 |
|
|
2013
Q4 | $413K | Hold |
4,899
| – | – | 0.07% | 14 |
|
|
2013
Q3 | $414K | Buy |
4,899
+2,209
| +82% | +$187K | 0.07% | 12 |
|
|
2013
Q2 | $227K | Buy |
+2,690
| New | +$227K | 0.04% | 19 |
|