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

AllSquare Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$269K	Hold	3,250	–	–	0.15%	89
2025 Q1	$269K	Hold	3,250	–	–	0.16%	84
2024 Q4	$266K	Hold	3,250	–	–	0.15%	85
2024 Q3	$270K	Hold	3,250	–	–	0.15%	86
2024 Q2	$265K	Hold	3,250	–	–	0.16%	85
2024 Q1	$266K	Hold	3,250	–	–	0.16%	86
2023 Q4	$267K	Hold	3,250	–	–	0.16%	85
2023 Q3	$263K	Hold	3,250	–	–	0.17%	80
2023 Q2	$265K	Hold	3,250	–	–	0.17%	81
2023 Q1	$267K	Hold	3,250	–	–	0.17%	80
2022 Q4	$264K	Hold	3,250	–	–	0.18%	75
2022 Q3	$264K	Hold	3,250	–	–	0.19%	71
2022 Q2	$269K	Hold	3,250	–	–	0.18%	76
2022 Q1	$271K	Hold	3,250	–	–	0.16%	84
2021 Q4	$278K	Hold	3,250	–	–	0.16%	78
2021 Q3	$280K	Hold	3,250	–	–	0.17%	76
2021 Q2	$280K	Hold	3,250	–	–	0.16%	81
2021 Q1	$280K	Hold	3,250	–	–	0.17%	73
2020 Q4	$281K	Hold	3,250	–	–	0.19%	63
2020 Q3	$281K	Hold	3,250	–	–	0.2%	57
2020 Q2	$281K	Hold	3,250	–	–	0.21%	58
2020 Q1	$282K	Hold	3,250	–	–	0.25%	51
2019 Q4	$275K	Hold	3,250	–	–	0.19%	70
2019 Q3	$276K	Hold	3,250	–	–	0.2%	67
2019 Q2	$276K	Hold	3,250	–	–	0.21%	65
2019 Q1	$273K	Hold	3,250	–	–	0.21%	63
2018 Q4	$272K	Hold	3,250	–	–	0.22%	55
2018 Q3	$270K	Hold	3,250	–	–	0.2%	62
2018 Q2	$271K	Hold	3,250	–	–	0.2%	59
2018 Q1	$272K	Hold	3,250	–	–	0.22%	55
2017 Q4	$273K	Hold	3,250	–	–	0.22%	54
2017 Q3	$274K	Buy	+3,250	New	+$274K	0.22%	55
2017 Q2	–	Sell	-3,250	Closed	-$275K	–	328
2017 Q1	$275K	Hold	3,250	–	–	0.24%	54
2016 Q4	$274K	Hold	3,250	–	–	0.25%	49
2016 Q3	$276K	Hold	3,250	–	–	0.27%	45
2016 Q2	$277K	Hold	3,250	–	–	0.28%	41
2016 Q1	$276K	Hold	3,250	–	–	0.27%	43
2015 Q4	$274K	Hold	3,250	–	–	0.28%	45
2015 Q3	$276K	Hold	3,250	–	–	0.28%	33
2015 Q2	$276K	Hold	3,250	–	–	0.26%	42
2015 Q1	$276K	Hold	3,250	–	–	0.26%	40
2014 Q4	$274K	Buy	+3,250	New	+$274K	0.27%	38