WJ Wealth Management’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 | $18.7M | Buy |
225,209
+213,181
| +1,772% | +$17.7M | 5.89% | 3 |
|
|
2025
Q1 | $995K | Hold |
12,028
| – | – | 0.35% | 41 |
|
|
2024
Q4 | $986K | Hold |
12,028
| – | – | 0.34% | 42 |
|
|
2024
Q3 | $1M | Sell |
12,028
-67,686
| -85% | -$5.63M | 0.35% | 38 |
|
|
2024
Q2 | $6.51M | Sell |
79,714
-24,733
| -24% | -$2.02M | 2.37% | 13 |
|
|
2024
Q1 | $8.54M | Sell |
104,447
-21,066
| -17% | -$1.72M | 3.4% | 12 |
|
|
2023
Q4 | $10.3M | Sell |
125,513
-9,502
| -7% | -$780K | 4.48% | 8 |
|
|
2023
Q3 | $10.9M | Sell |
135,015
-43,913
| -25% | -$3.56M | 5.31% | 7 |
|
|
2023
Q2 | $14.5M | Buy |
178,928
+34,222
| +24% | +$2.77M | 6.86% | 4 |
|
|
2023
Q1 | $11.9M | Buy |
144,706
+141,906
| +5,068% | +$11.7M | 8.04% | 2 |
|
|
2022
Q4 | $227K | Buy |
+2,800
| New | +$227K | 0.13% | 53 |
|