Angeles 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
Q3
$5.67M Buy
2025
Q2
$5.5M Buy
2025
Q1
$5.48M Buy
2024
Q4
$4.69M Buy
2024
Q3
$3.9M Sell
2024
Q2
$15.1M Buy
2024
Q1
$14.1M Buy
2023
Q4
$12.2M Buy
2023
Q3
$11.9M Sell
2023
Q2
$12M Buy
2023
Q1
$11.7M Buy
2022
Q4
$10.9M Buy
2022
Q3
$6.07M Sell
2022
Q2
$6.78M Buy