AE 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
Q2 | $2.98M | Buy |
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|
2025
Q1 | $2.93M | Sell |
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|
2024
Q4 | $3.2M | Sell |
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|
2024
Q3 | $4.14M | Buy |
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|
2024
Q2 | $3.9M | Buy |
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|
2024
Q1 | $3.62M | Sell |
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|
2023
Q4 | $17.4M | Buy |
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|
2023
Q3 | $13.1M | Sell |
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|
2023
Q2 | $16.5M | Sell |
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|
2023
Q1 | $17.2M | Sell |
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|
2022
Q4 | $22.2M | Sell |
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|
2022
Q3 | $53.9M | Sell |
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|
2022
Q2 | $107M | Buy |
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|
2022
Q1 | $27M | Buy |
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|
2021
Q4 | $24M | Buy |
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|
2021
Q3 | $21.5M | Sell |
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|
2021
Q2 | $45.8M | Buy |
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|
2021
Q1 | $42.9M | Sell |
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|
2020
Q4 | $61M | Sell |
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|
2020
Q3 | $61.4M | Buy |
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|
2020
Q2 | $56.6M | Buy |
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|
2020
Q1 | $39.7M | Buy |
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|
2019
Q4 | $16.2M | Buy |
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|
2019
Q3 | $7.43M | Sell |
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|
2019
Q2 | $23.5M | Buy |
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|
2019
Q1 | $875K | Buy |
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|
2018
Q4 | $521K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $288K | Sell |
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|
2017
Q3 | $365K | Sell |
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|
2017
Q2 | $451K | Buy |
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|
2017
Q1 | $314K | Buy |
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