Ameliora 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 | $143K | Sell |
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|
2025
Q1 | $429K | Sell |
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|
2024
Q4 | $464K | Hold |
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|
2024
Q3 | $470K | Sell |
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|
2024
Q2 | $6.05M | Buy |
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|
2024
Q1 | $5.18M | Buy |
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|
2023
Q4 | $5.16M | Buy |
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|
2023
Q3 | $5.08M | Buy |
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|
2023
Q2 | $4.18M | Buy |
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|
2023
Q1 | $3.12M | Buy |
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|
2022
Q4 | $2.81M | Buy |
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|
2022
Q3 | $2.63M | Buy |
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