WCAMG
Woodard & Company Asset Management Group’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 | $186K | Buy |
2,247
+21
| +0.9% | +$1.74K | 0.03% | 102 |
|
|
2025
Q1 | $184K | Buy |
2,226
+13
| +0.6% | +$1.08K | 0.04% | 100 |
|
|
2024
Q4 | $181K | Buy |
2,213
+28
| +1% | +$2.3K | 0.04% | 97 |
|
|
2024
Q3 | $182K | Buy |
2,185
+21
| +1% | +$1.75K | 0.04% | 93 |
|
|
2024
Q2 | $177K | Buy |
2,164
+20
| +0.9% | +$1.63K | 0.04% | 89 |
|
|
2024
Q1 | $175K | Buy |
2,144
+12
| +0.6% | +$982 | 0.05% | 85 |
|
|
2023
Q4 | $175K | Buy |
2,132
+1,983
| +1,331% | +$163K | 0.05% | 80 |
|
|
2023
Q3 | $12.1K | Sell |
149
-110
| -42% | -$8.91K | ﹤0.01% | 86 |
|
|
2023
Q2 | $21K | Sell |
259
-28
| -10% | -$2.27K | 0.01% | 88 |
|
|
2023
Q1 | $23.6K | Sell |
287
-9,995
| -97% | -$821K | 0.01% | 88 |
|
|
2022
Q4 | $835K | Buy |
+10,282
| New | +$835K | 0.3% | 48 |
|
|
2022
Q3 | – | Sell |
-1,500
| Closed | -$124K | – | 107 |
|
|
2022
Q2 | $124K | Buy |
+1,500
| New | +$124K | 0.05% | 79 |
|
|
2018
Q1 | – | Sell |
-25,335
| Closed | -$2.13M | – | 235 |
|
|
2017
Q4 | $2.13M | Buy |
+25,335
| New | +$2.13M | 1.85% | 5 |
|