Wescott Financial Advisory Group’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 | $2.83M | Sell |
34,161
-206
| -0.6% | -$17.1K | 0.27% | 50 |
|
|
2025
Q1 | $2.84M | Buy |
34,367
+1,386
| +4% | +$115K | 0.29% | 50 |
|
|
2024
Q4 | $2.7M | Buy |
32,981
+3,650
| +12% | +$299K | 0.28% | 48 |
|
|
2024
Q3 | $2.44M | Buy |
29,331
+1,831
| +7% | +$152K | 0.26% | 53 |
|
|
2024
Q2 | $2.25M | Buy |
27,500
+1,539
| +6% | +$126K | 0.26% | 52 |
|
|
2024
Q1 | $2.12M | Buy |
25,961
+180
| +0.7% | +$14.7K | 0.26% | 47 |
|
|
2023
Q4 | $2.12M | Sell |
25,781
-6,282
| -20% | -$515K | 0.3% | 48 |
|
|
2023
Q3 | $2.6M | Buy |
32,063
+2,064
| +7% | +$167K | 0.47% | 41 |
|
|
2023
Q2 | $2.43M | Buy |
29,999
+427
| +1% | +$34.6K | 0.43% | 42 |
|
|
2023
Q1 | $2.43M | Buy |
29,572
+6,439
| +28% | +$529K | 0.53% | 38 |
|
|
2022
Q4 | $1.88M | Sell |
23,133
-1,283
| -5% | -$104K | 0.4% | 44 |
|
|
2022
Q3 | $1.98M | Buy |
24,416
+4,182
| +21% | +$340K | 0.55% | 34 |
|
|
2022
Q2 | $1.68M | Buy |
20,234
+2,177
| +12% | +$180K | 0.45% | 39 |
|
|
2022
Q1 | $1.51M | Sell |
18,057
-7,393
| -29% | -$616K | 0.39% | 43 |
|
|
2021
Q4 | $2.18M | Sell |
25,450
-1,654
| -6% | -$141K | 1.12% | 12 |
|
|
2021
Q3 | $2.34M | Sell |
27,104
-761
| -3% | -$65.6K | 1.32% | 9 |
|
|
2021
Q2 | $2.4M | Sell |
27,865
-7,793
| -22% | -$672K | 1.42% | 8 |
|
|
2021
Q1 | $3.08M | Sell |
35,658
-5,020
| -12% | -$433K | 2% | 7 |
|
|
2020
Q4 | $3.51M | Buy |
+40,678
| New | +$3.51M | 2.47% | 5 |
|