Woodward Diversified Capital’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 | $353K | Buy |
4,262
+740
| +21% | +$61.3K | 0.18% | 117 |
|
|
2025
Q1 | $291K | Buy |
3,522
+168
| +5% | +$13.9K | 0.21% | 102 |
|
|
2024
Q4 | $275K | Sell |
3,354
-2,091
| -38% | -$171K | 0.2% | 97 |
|
|
2024
Q3 | $453K | Sell |
5,445
-275
| -5% | -$22.9K | 0.29% | 97 |
|
|
2024
Q2 | $467K | Buy |
+5,720
| New | +$467K | 0.27% | 92 |
|
|
2024
Q1 | – | Sell |
-3,424
| Closed | -$281K | – | 162 |
|
|
2023
Q4 | $281K | Buy |
3,424
+580
| +20% | +$47.6K | 0.18% | 123 |
|
|
2023
Q3 | $230K | Buy |
2,844
+92
| +3% | +$7.45K | 0.17% | 131 |
|
|
2023
Q2 | $223K | Sell |
2,752
-1,282
| -32% | -$104K | 0.17% | 126 |
|
|
2023
Q1 | $331K | Sell |
4,034
-28
| -0.7% | -$2.3K | 0.26% | 97 |
|
|
2022
Q4 | $330K | Buy |
+4,062
| New | +$330K | 0.27% | 97 |
|
|
2022
Q2 | – | Sell |
-3,154
| Closed | -$263K | – | 151 |
|
|
2022
Q1 | $263K | Buy |
+3,154
| New | +$263K | 0.17% | 127 |
|