WIM
Westside Investment Management’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 | $2.62M | Buy |
31,618
+1,070
| +4% | +$88.7K | 0.49% | 55 |
|
|
2025
Q1 | $2.53M | Sell |
30,548
-301
| -1% | -$24.9K | 0.54% | 50 |
|
|
2024
Q4 | $2.53M | Buy |
30,849
+6
| +0% | +$492 | 0.53% | 49 |
|
|
2024
Q3 | $2.56M | Buy |
30,843
+576
| +2% | +$47.9K | 0.55% | 46 |
|
|
2024
Q2 | $2.47M | Sell |
30,267
-41
| -0.1% | -$3.35K | 0.57% | 42 |
|
|
2024
Q1 | $2.48M | Buy |
30,308
+419
| +1% | +$34.3K | 0.59% | 42 |
|
|
2023
Q4 | $2.45M | Buy |
29,889
+1,004
| +3% | +$82.4K | 0.63% | 38 |
|
|
2023
Q3 | $2.34M | Buy |
28,885
+312
| +1% | +$25.3K | 0.67% | 35 |
|
|
2023
Q2 | $2.32M | Sell |
28,573
-1,002
| -3% | -$81.2K | 0.65% | 38 |
|
|
2023
Q1 | $2.43M | Buy |
29,575
+277
| +0.9% | +$22.8K | 0.71% | 35 |
|
|
2022
Q4 | $2.38K | Sell |
29,298
-513
| -2% | -$42 | 0.01% | 226 |
|
|
2022
Q3 | $2.42K | Sell |
29,811
-927
| -3% | -$75 | 0.01% | 235 |
|
|
2022
Q2 | $2.54K | Buy |
30,738
+1,011
| +3% | +$84 | 0.01% | 233 |
|
|
2022
Q1 | $2.48K | Buy |
29,727
+2,295
| +8% | +$191 | 0.01% | 235 |
|
|
2021
Q4 | $2.35K | Buy |
27,432
+271
| +1% | +$23 | 0.01% | 228 |
|
|
2021
Q3 | $2.34K | Sell |
27,161
-844
| -3% | -$73 | 0.01% | 227 |
|
|
2021
Q2 | $2.41K | Buy |
28,005
+2,992
| +12% | +$258 | 0.01% | 219 |
|
|
2021
Q1 | $2.16K | Sell |
25,013
-1,102
| -4% | -$95 | 0.01% | 210 |
|
|
2020
Q4 | $2.26K | Buy |
26,115
+375
| +1% | +$32 | 0.01% | 166 |
|
|
2020
Q3 | $2.23K | Buy |
25,740
+1,250
| +5% | +$108 | ﹤0.01% | 173 |
|
|
2020
Q2 | $2.12K | Sell |
24,490
-200
| -0.8% | -$17 | ﹤0.01% | 157 |
|
|
2020
Q1 | $2.14K | Buy |
+24,690
| New | +$2.14K | ﹤0.01% | 168 |
|
|
2019
Q2 | $2.49K | Buy |
+29,412
| New | +$2.49K | 0.01% | 92 |
|
|
2018
Q4 | $2.42M | Sell |
28,986
-6,730
| -19% | -$563K | 0.89% | 13 |
|
|
2018
Q3 | $2.73M | Buy |
35,716
+6,253
| +21% | +$477K | 0.87% | 13 |
|
|
2018
Q2 | $2.45M | Sell |
29,463
-1,250
| -4% | -$104K | 0.86% | 16 |
|
|
2018
Q1 | $2.56M | Sell |
30,713
-190
| -0.6% | -$15.9K | 1.41% | 12 |
|
|
2017
Q4 | $2.59M | Buy |
30,903
+572
| +2% | +$47.9K | 1.4% | 12 |
|
|
2017
Q3 | $2.56M | Buy |
30,331
+2,375
| +8% | +$200K | 1.54% | 12 |
|
|
2017
Q2 | $2.36M | Buy |
27,956
+5,386
| +24% | +$455K | 1.54% | 11 |
|
|
2017
Q1 | $1.91M | Buy |
22,570
+5,791
| +35% | +$489K | 0.91% | 14 |
|
|
2016
Q4 | $1.42M | Buy |
+16,779
| New | +$1.42M | 0.96% | 13 |
|