Allegheny Financial Group’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
2023
Q3
Sell
2023
Q2
$250K Sell
2023
Q1
$2.81M Sell
2022
Q4
$2.98M Sell
2022
Q3
$3.25M Sell
2022
Q2
$3.59M Sell
2022
Q1
$3.83M Sell
2021
Q4
$4.08M Sell
2021
Q3
$4.17M Sell
2021
Q2
$4.19M Sell
2021
Q1
$4.5M Buy
2020
Q4
$3.35M Buy