WAM
WFA Asset 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 | – | Sell |
-470
| Closed | -$38.4K | – | 234 |
|
|
2025
Q1 | $38.4K | Buy |
+470
| New | +$38.4K | 0.02% | 117 |
|
|
2024
Q2 | – | Sell |
-470
| Closed | -$38.4K | – | 235 |
|
|
2024
Q1 | $38.4K | Buy |
470
+3
| +0.6% | +$245 | 0.02% | 118 |
|
|
2023
Q4 | $38.3K | Buy |
467
+4
| +0.9% | +$328 | 0.02% | 105 |
|
|
2023
Q3 | $37.5K | Hold |
463
| – | – | 0.02% | 108 |
|
|
2023
Q2 | $37.5K | Hold |
463
| – | – | 0.02% | 114 |
|
|
2023
Q1 | $38K | Buy |
+463
| New | +$38K | 0.02% | 112 |
|