WCWM
Willow Creek Wealth 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 | $226K | Hold |
2,731
| – | – | 0.02% | 157 |
|
|
2025
Q1 | $226K | Hold |
2,731
| – | – | 0.02% | 144 |
|
|
2024
Q4 | $224K | Sell |
2,731
-806
| -23% | -$66.1K | 0.02% | 145 |
|
|
2024
Q3 | $294K | Hold |
3,537
| – | – | 0.03% | 131 |
|
|
2024
Q2 | $289K | Hold |
3,537
| – | – | 0.03% | 126 |
|
|
2024
Q1 | $289K | Sell |
3,537
-136
| -4% | -$11.1K | 0.03% | 124 |
|
|
2023
Q4 | $301K | Hold |
3,673
| – | – | 0.04% | 114 |
|
|
2023
Q3 | $297K | Buy |
3,673
+611
| +20% | +$49.5K | 0.04% | 105 |
|
|
2023
Q2 | $248K | Buy |
3,062
+59
| +2% | +$4.78K | 0.04% | 125 |
|
|
2023
Q1 | $247K | Sell |
3,003
-221
| -7% | -$18.2K | 0.04% | 115 |
|
|
2022
Q4 | $262K | Buy |
3,224
+493
| +18% | +$40.1K | 0.04% | 108 |
|
|
2022
Q3 | $222K | Buy |
+2,731
| New | +$222K | 0.04% | 110 |
|