WJA
Willis Johnson & Associates’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 | $28.6M | Buy |
345,745
+6,379
| +2% | +$529K | 1.95% | 12 |
|
|
2025
Q1 | $28.1M | Sell |
339,366
-1,878
| -0.6% | -$155K | 2.13% | 12 |
|
|
2024
Q4 | $28M | Buy |
341,244
+12,244
| +4% | +$1M | 2.15% | 10 |
|
|
2024
Q3 | $27.4M | Buy |
329,000
+4,830
| +1% | +$402K | 2.08% | 11 |
|
|
2024
Q2 | $26.5M | Buy |
324,170
+24,228
| +8% | +$1.98M | 2.17% | 10 |
|
|
2024
Q1 | $24.5M | Buy |
299,942
+15,697
| +6% | +$1.28M | 2.13% | 10 |
|
|
2023
Q4 | $23.3M | Buy |
284,245
+6,599
| +2% | +$541K | 2.13% | 9 |
|
|
2023
Q3 | $22.5M | Buy |
277,646
+18,847
| +7% | +$1.53M | 2.31% | 10 |
|
|
2023
Q2 | $21M | Buy |
258,799
+33,417
| +15% | +$2.71M | 2.24% | 10 |
|
|
2023
Q1 | $18.5M | Buy |
225,382
+9,566
| +4% | +$786K | 2.2% | 10 |
|
|
2022
Q4 | $17.5M | Buy |
215,816
+1,203
| +0.6% | +$97.6K | 2.28% | 11 |
|
|
2022
Q3 | $17.4M | Sell |
214,613
-16,039
| -7% | -$1.3M | 2.54% | 11 |
|
|
2022
Q2 | $19.1M | Buy |
230,652
+1,195
| +0.5% | +$98.9K | 2.66% | 11 |
|
|
2022
Q1 | $19.1M | Buy |
229,457
+3,931
| +2% | +$328K | 2.51% | 13 |
|
|
2021
Q4 | $19.3M | Buy |
225,526
+9,463
| +4% | +$809K | 2.49% | 13 |
|
|
2021
Q3 | $18.6M | Buy |
216,063
+4,111
| +2% | +$354K | 2.59% | 14 |
|
|
2021
Q2 | $18.3M | Buy |
211,952
+18,204
| +9% | +$1.57M | 2.59% | 12 |
|
|
2021
Q1 | $16.7M | Buy |
193,748
+14,680
| +8% | +$1.27M | 2.56% | 12 |
|
|
2020
Q4 | $15.5M | Buy |
+179,068
| New | +$15.5M | 2.58% | 12 |
|