William Howard & Co Financial 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
$1.69M Buy
20,369
+40
+0.2% +$3.31K 1.47% 13
2025
Q1
$1.68M Buy
20,329
+27
+0.1% +$2.23K 1.58% 14
2024
Q4
$1.66M Buy
20,302
+54
+0.3% +$4.43K 1.51% 14
2024
Q3
$1.68M Buy
20,248
+40
+0.2% +$3.33K 1.44% 15
2024
Q2
$1.65M Buy
20,208
+39
+0.2% +$3.18K 1.52% 14
2024
Q1
$1.65M Buy
+20,169
New +$1.65M 1.55% 14