ARS Wealth Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $423K | Sell |
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|
2025
Q2 | $512K | Sell |
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|
2025
Q1 | $545K | Hold |
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|
2024
Q4 | $540K | Hold |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $595K | Sell |
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|
2024
Q1 | $616K | Buy |
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|
2023
Q4 | $469K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $285K | Buy |
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