Asset Dedication LLC’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 | $174K | Buy |
|
|||||
|
2025
Q1 | $144K | Sell |
|
|||||
|
2024
Q4 | $181K | Buy |
|
|||||
|
2024
Q3 | $180K | Buy |
|
|||||
|
2024
Q2 | $163K | Buy |
|
|||||
|
2024
Q1 | $160K | Sell |
|
|||||
|
2023
Q4 | $200K | Buy |
|
|||||
|
2023
Q3 | $195K | Buy |
|
|||||
|
2023
Q2 | $194K | Buy |
|
|||||
|
2023
Q1 | $194K | Hold |
|
|||||
|
2022
Q4 | $192K | Sell |
|
|||||
|
2022
Q3 | $205K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $215K | Buy |
|
|||||
|
2021
Q4 | $219K | Buy |
|
|||||
|
2021
Q3 | $210K | Hold |
|
|||||
|
2021
Q2 | $210K | Buy |
|
|||||
|
2021
Q1 | $154K | Sell |
|
|||||
|
2020
Q4 | $229K | Sell |
|
|||||
|
2020
Q3 | $237K | Buy |
|
|||||
|
2020
Q2 | $180K | Hold |
|
|||||
|
2020
Q1 | $180K | Buy |
|
|||||
|
2019
Q4 | $173K | Buy |
|
|||||
|
2019
Q3 | $172K | Hold |
|
|||||
|
2019
Q2 | $172K | Buy |
|
|||||
|
2019
Q1 | $170K | Buy |
|
|||||
|
2018
Q4 | $168K | Buy |
|
|||||
|
2018
Q3 | $110K | Sell |
|
|||||
|
2018
Q2 | $116K | Sell |
|
|||||
|
2018
Q1 | $127K | Sell |
|
|||||
|
2017
Q4 | $561K | Sell |
|
|||||
|
2017
Q3 | $761K | Buy |
|
|||||
|
2017
Q2 | $759K | Buy |
|
|||||
|
2017
Q1 | $748K | Buy |
|
|||||
|
2016
Q4 | $391K | Buy |
|
|||||
|
2016
Q3 | $66K | Hold |
|
|||||
|
2016
Q2 | $67K | Hold |
|
|||||
|
2016
Q1 | $66K | Sell |
|
|||||
|
2015
Q4 | $786K | Buy |
|