WAS
Winch Advisory Services’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 | $3.46M | Buy |
41,713
+205
| +0.5% | +$17K | 0.84% | 23 |
|
|
2025
Q1 | $3.43M | Sell |
41,508
-63
| -0.2% | -$5.21K | 0.91% | 23 |
|
|
2024
Q4 | $3.41M | Sell |
41,571
-780
| -2% | -$63.9K | 0.89% | 24 |
|
|
2024
Q3 | $3.52M | Sell |
42,351
-946
| -2% | -$78.7K | 0.97% | 21 |
|
|
2024
Q2 | $3.54M | Buy |
43,297
+353
| +0.8% | +$28.8K | 1.01% | 19 |
|
|
2024
Q1 | $3.51M | Sell |
42,944
-1,423
| -3% | -$116K | 1.07% | 19 |
|
|
2023
Q4 | $3.64M | Sell |
44,367
-1,888
| -4% | -$155K | 1.21% | 18 |
|
|
2023
Q3 | $3.75M | Sell |
46,255
-2,111
| -4% | -$171K | 1.37% | 15 |
|
|
2023
Q2 | $3.92M | Sell |
48,366
-2,597
| -5% | -$211K | 1.41% | 15 |
|
|
2023
Q1 | $4.19M | Sell |
50,963
-2,468
| -5% | -$203K | 1.62% | 15 |
|
|
2022
Q4 | $4.34M | Sell |
53,431
-5,089
| -9% | -$413K | 1.85% | 14 |
|
|
2022
Q3 | $4.75M | Sell |
58,520
-2,284
| -4% | -$185K | 2.04% | 12 |
|
|
2022
Q2 | $5.03M | Sell |
60,804
-3,098
| -5% | -$256K | 2.05% | 12 |
|
|
2022
Q1 | $5.33M | Sell |
63,902
-4,349
| -6% | -$362K | 1.85% | 14 |
|
|
2021
Q4 | $5.84M | Sell |
68,251
-13,477
| -16% | -$1.15M | 1.93% | 15 |
|
|
2021
Q3 | $7.04M | Sell |
81,728
-23,077
| -22% | -$1.99M | 2.45% | 13 |
|
|
2021
Q2 | $9.03M | Sell |
104,805
-10,962
| -9% | -$944K | 3.25% | 11 |
|
|
2021
Q1 | $9.99M | Sell |
115,767
-45,603
| -28% | -$3.93M | 4% | 8 |
|
|
2020
Q4 | $13.9M | Sell |
161,370
-19,744
| -11% | -$1.71M | 5.79% | 5 |
|
|
2020
Q3 | $15.7M | Sell |
181,114
-12,529
| -6% | -$1.08M | 6.63% | 6 |
|
|
2020
Q2 | $16.8M | Sell |
193,643
-128,621
| -40% | -$11.1M | 7.97% | 2 |
|
|
2020
Q1 | $27.9M | Buy |
+322,264
| New | +$27.9M | 13.89% | 2 |
|
|
2016
Q4 | – | Sell |
-59,525
| Closed | -$5.06M | – | 294 |
|
|
2016
Q3 | $5.06M | Sell |
59,525
-178
| -0.3% | -$15.1K | 4.13% | 5 |
|
|
2016
Q2 | $5.09M | Buy |
59,703
+1
| +0% | +$85 | 6.18% | 4 |
|
|
2016
Q1 | $5.08M | Hold |
59,702
| – | – | 8.19% | 2 |
|
|
2015
Q4 | $5.04M | Buy |
59,702
+30,277
| +103% | +$2.55M | 5.71% | 7 |
|
|
2015
Q3 | $2.5M | Buy |
29,425
+26,091
| +783% | +$2.22M | 3.66% | 8 |
|
|
2015
Q2 | $283K | Buy |
+3,334
| New | +$283K | 0.15% | 89 |
|