Aries 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 | $3.26M | Buy |
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|
2025
Q1 | $2.79M | Buy |
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|
2024
Q4 | $2.14M | Buy |
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|
2024
Q3 | $1.95M | Buy |
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|
2024
Q2 | $987K | Sell |
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|
2024
Q1 | $992K | Buy |
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|
2023
Q4 | $678K | Sell |
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|
2023
Q3 | $673K | Sell |
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|
2023
Q2 | $695K | Buy |
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|
2023
Q1 | $634K | Buy |
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|
2022
Q4 | $595K | Hold |
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|
2022
Q3 | $594K | Hold |
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|
2022
Q2 | $607K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $627K | Hold |
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|
2021
Q3 | $631K | Hold |
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|
2021
Q2 | $631K | Buy |
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