WPA
West Paces Advisors’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 | $1.19M | Buy |
14,308
+1,745
| +14% | +$145K | 0.25% | 49 |
|
|
2025
Q1 | $1.04M | Sell |
12,563
-505
| -4% | -$41.8K | 0.24% | 56 |
|
|
2024
Q4 | $1.07M | Sell |
13,068
-2,720
| -17% | -$223K | 0.26% | 50 |
|
|
2024
Q3 | $1.31M | Sell |
15,788
-5,716
| -27% | -$475K | 0.32% | 42 |
|
|
2024
Q2 | $1.76M | Sell |
21,504
-8,775
| -29% | -$716K | 0.46% | 35 |
|
|
2024
Q1 | $2.48M | Sell |
30,279
-4,433
| -13% | -$363K | 0.65% | 21 |
|
|
2023
Q4 | $2.85M | Sell |
34,712
-3,300
| -9% | -$271K | 0.8% | 18 |
|
|
2023
Q3 | $3.08M | Sell |
38,012
-1,765
| -4% | -$143K | 0.96% | 16 |
|
|
2023
Q2 | $3.23M | Buy |
39,777
+22
| +0.1% | +$1.78K | 0.95% | 17 |
|
|
2023
Q1 | $3.27M | Sell |
39,755
-5,112
| -11% | -$420K | 1.01% | 16 |
|
|
2022
Q4 | $3.64M | Sell |
44,867
-4,908
| -10% | -$398K | 1.16% | 15 |
|
|
2022
Q3 | $4.04M | Buy |
49,775
+47,336
| +1,941% | +$3.84M | 1.44% | 13 |
|
|
2022
Q2 | $202K | Buy |
2,439
+2,400
| +6,154% | +$199K | 0.07% | 121 |
|
|
2022
Q1 | $3.25K | Hold |
39
| – | – | ﹤0.01% | 453 |
|
|
2021
Q4 | $3.34K | Sell |
39
-6
| -13% | -$513 | ﹤0.01% | 471 |
|
|
2021
Q3 | $3.88K | Hold |
45
| – | – | ﹤0.01% | 444 |
|
|
2021
Q2 | $3.88K | Hold |
45
| – | – | ﹤0.01% | 457 |
|
|
2021
Q1 | $3.88K | Hold |
45
| – | – | ﹤0.01% | 398 |
|
|
2020
Q4 | $3.89K | Hold |
45
| – | – | ﹤0.01% | 377 |
|
|
2020
Q3 | $3.89K | Hold |
45
| – | – | ﹤0.01% | 375 |
|
|
2020
Q2 | $3.9K | Hold |
45
| – | – | ﹤0.01% | 388 |
|
|
2020
Q1 | $3.9K | Buy |
45
+24
| +114% | +$2.08K | ﹤0.01% | 384 |
|
|
2019
Q4 | $1.78K | Hold |
21
| – | – | ﹤0.01% | 458 |
|
|
2019
Q3 | $1.78K | Hold |
21
| – | – | ﹤0.01% | 445 |
|
|
2019
Q2 | $1.78K | Hold |
21
| – | – | ﹤0.01% | 442 |
|
|
2019
Q1 | $1.77K | Hold |
21
| – | – | ﹤0.01% | 442 |
|
|
2018
Q4 | $1.76K | Hold |
21
| – | – | ﹤0.01% | 444 |
|
|
2018
Q3 | $1.75K | Hold |
21
| – | – | ﹤0.01% | 450 |
|
|
2018
Q2 | $1.75K | Buy |
+21
| New | +$1.75K | ﹤0.01% | 459 |
|