Acorn Wealth Advisors’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 | $1.7M | Buy |
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2025
Q2 | $1.65M | Buy |
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2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.59M | Sell |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.68M | Sell |
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|
2024
Q1 | $1.96M | Buy |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $875K | Sell |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $1.65M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $144K | Buy |
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|
2018
Q1 | $144K | Sell |
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|
2017
Q4 | $155K | Buy |
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