West Michigan Advisors’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 | $602K | Sell |
7,268
-274
| -4% | -$22.7K | 0.17% | 99 |
|
|
2025
Q1 | $624K | Sell |
7,542
-299
| -4% | -$24.7K | 0.21% | 84 |
|
|
2024
Q4 | $643K | Sell |
7,841
-65
| -0.8% | -$5.33K | 0.19% | 86 |
|
|
2024
Q3 | $657K | Buy |
7,906
+397
| +5% | +$33K | 0.2% | 86 |
|
|
2024
Q2 | $613K | Buy |
7,509
+51
| +0.7% | +$4.16K | 0.2% | 82 |
|
|
2024
Q1 | $610K | Sell |
7,458
-2,469
| -25% | -$202K | 0.2% | 80 |
|
|
2023
Q4 | $814K | Sell |
9,927
-1,467
| -13% | -$120K | 0.31% | 57 |
|
|
2023
Q3 | $923K | Buy |
11,394
+3,463
| +44% | +$280K | 0.49% | 51 |
|
|
2023
Q2 | $643K | Sell |
7,931
-888
| -10% | -$72K | 0.26% | 88 |
|
|
2023
Q1 | $725K | Buy |
8,819
+3,109
| +54% | +$255K | 0.41% | 55 |
|
|
2022
Q4 | $463K | Sell |
5,710
-1,868
| -25% | -$152K | 0.34% | 61 |
|
|
2022
Q3 | $616K | Buy |
7,578
+2,917
| +63% | +$237K | 0.54% | 45 |
|
|
2022
Q2 | $386K | Buy |
+4,661
| New | +$386K | 0.33% | 66 |
|