WDL
Well Done LLC’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 | $5.84M | Buy |
70,466
+14,493
| +26% | +$1.2M | 1.1% | 22 |
|
|
2025
Q1 | $4.59M | Sell |
55,973
-12,803
| -19% | -$1.05M | 0.83% | 28 |
|
|
2024
Q4 | $5.72M | Hold |
68,776
| – | – | 1.05% | 21 |
|
|
2024
Q3 | $5.72M | Buy |
68,776
+7,812
| +13% | +$650K | 1.05% | 21 |
|
|
2024
Q2 | $4.98M | Buy |
60,964
+17,962
| +42% | +$1.47M | 1.03% | 24 |
|
|
2024
Q1 | $3.52M | Buy |
43,002
+25,180
| +141% | +$2.06M | 0.69% | 35 |
|
|
2023
Q4 | $1.46M | Buy |
+17,822
| New | +$1.46M | 0.29% | 55 |
|
|
2023
Q3 | – | Sell |
-2,504
| Closed | -$203K | – | 174 |
|
|
2023
Q2 | $203K | Sell |
2,504
-1,244
| -33% | -$101K | 0.04% | 160 |
|
|
2023
Q1 | $308K | Sell |
3,748
-3,856
| -51% | -$317K | 0.07% | 129 |
|
|
2022
Q4 | $617K | Buy |
+7,604
| New | +$617K | 0.13% | 88 |
|
|
2021
Q1 | – | Sell |
-14,887
| Closed | -$1.29M | – | 172 |
|
|
2020
Q4 | $1.29M | Sell |
14,887
-5,993
| -29% | -$518K | 0.32% | 47 |
|
|
2020
Q3 | $1.81M | Sell |
20,880
-8,179
| -28% | -$707K | 0.51% | 38 |
|
|
2020
Q2 | $2.52M | Sell |
29,059
-3,017
| -9% | -$261K | 0.69% | 26 |
|
|
2020
Q1 | $2.78M | Buy |
32,076
+27,674
| +629% | +$2.4M | 0.84% | 25 |
|
|
2019
Q4 | $373K | Sell |
4,402
-246
| -5% | -$20.8K | 0.09% | 107 |
|
|
2019
Q3 | $394K | Buy |
4,648
+242
| +5% | +$20.5K | 0.1% | 99 |
|
|
2019
Q2 | $374K | Buy |
4,406
+1
| +0% | +$85 | 0.09% | 102 |
|
|
2019
Q1 | $371K | Sell |
4,405
-4
| -0.1% | -$337 | 0.09% | 101 |
|
|
2018
Q4 | $369K | Sell |
4,409
-11
| -0.2% | -$921 | 0.1% | 95 |
|
|
2018
Q3 | $367K | Buy |
+4,420
| New | +$367K | 0.1% | 95 |
|