WealthShield 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 | $1.47M | Buy |
17,752
+182
| +1% | +$15.1K | 0.18% | 134 |
|
|
2025
Q1 | $1.45M | Buy |
17,570
+400
| +2% | +$33.1K | 0.19% | 127 |
|
|
2024
Q4 | $1.41M | Sell |
17,170
-4,661
| -21% | -$382K | 0.2% | 121 |
|
|
2024
Q3 | $1.82M | Buy |
21,831
+863
| +4% | +$71.8K | 0.25% | 106 |
|
|
2024
Q2 | $1.71M | Buy |
20,968
+395
| +2% | +$32.3K | 0.26% | 103 |
|
|
2024
Q1 | $1.68M | Sell |
20,573
-1,185
| -5% | -$96.9K | 0.27% | 107 |
|
|
2023
Q4 | $1.78M | Sell |
21,758
-7,012
| -24% | -$575K | 0.29% | 97 |
|
|
2023
Q3 | $2.33M | Buy |
28,770
+22,874
| +388% | +$1.85M | 0.35% | 76 |
|
|
2023
Q2 | $478K | Sell |
5,896
-5,127
| -47% | -$416K | 0.07% | 209 |
|
|
2023
Q1 | $906K | Buy |
11,023
+2,650
| +32% | +$218K | 0.15% | 153 |
|
|
2022
Q4 | $680K | Buy |
8,373
+3,115
| +59% | +$253K | 0.13% | 172 |
|
|
2022
Q3 | $427K | Buy |
+5,258
| New | +$427K | 0.08% | 214 |
|
|
2022
Q1 | – | Sell |
-38,371
| Closed | -$3.28M | – | 370 |
|
|
2021
Q4 | $3.28M | Buy |
38,371
+11,694
| +44% | +$1M | 0.55% | 49 |
|
|
2021
Q3 | $2.3M | Buy |
+26,677
| New | +$2.3M | 0.62% | 44 |
|
|
2021
Q2 | – | Sell |
-34,816
| Closed | -$3M | – | 54 |
|
|
2021
Q1 | $3M | Sell |
34,816
-2,189
| -6% | -$189K | 0.54% | 54 |
|
|
2020
Q4 | $3.2M | Sell |
37,005
-13,215
| -26% | -$1.14M | 0.59% | 52 |
|
|
2020
Q3 | $4.35M | Buy |
50,220
+46,551
| +1,269% | +$4.03M | 1.52% | 15 |
|
|
2020
Q2 | $318K | Buy |
3,669
+1,737
| +90% | +$151K | 0.15% | 149 |
|
|
2020
Q1 | $167K | Buy |
1,932
+1,278
| +195% | +$110K | 0.1% | 161 |
|
|
2019
Q4 | $55K | Buy |
654
+11
| +2% | +$925 | 0.03% | 211 |
|
|
2019
Q3 | $55K | Buy |
643
+195
| +44% | +$16.7K | 0.03% | 199 |
|
|
2019
Q2 | $38K | Sell |
448
-166
| -27% | -$14.1K | 0.02% | 182 |
|
|
2019
Q1 | $52K | Sell |
614
-18,013
| -97% | -$1.53M | 0.03% | 191 |
|
|
2018
Q4 | $1.56M | Buy |
18,627
+17,225
| +1,229% | +$1.44M | 1.06% | 25 |
|
|
2018
Q3 | $116K | Sell |
1,402
-48
| -3% | -$3.97K | 0.07% | 145 |
|
|
2018
Q2 | $121K | Sell |
1,450
-7,693
| -84% | -$642K | 0.07% | 133 |
|
|
2018
Q1 | $764K | Buy |
9,143
+1,122
| +14% | +$93.8K | 0.48% | 42 |
|
|
2017
Q4 | $673K | Buy |
+8,021
| New | +$673K | 0.41% | 50 |
|