Able Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$263K Buy
2025
Q2
$261K Sell
2025
Q1
$319K Sell
2024
Q4
$321K Sell
2024
Q3
$342K Buy
2024
Q2
$334K Sell
2024
Q1
$378K Buy
2023
Q4
$377K Buy