Atlas Private 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
2024
Q1
$9.14M Buy
2023
Q4
$8.36M Buy
2023
Q3
$7.92M Buy
2023
Q2
$7.37M Buy
2023
Q1
$6.85M Sell
2022
Q4
$8.39M Buy
2022
Q3
$5.84M Buy
2022
Q2
$209K Buy
2022
Q1
$200K Sell
2021
Q4
$384K Buy
2021
Q3
$379K Sell
2021
Q2
$571K Sell
2021
Q1
$574K Buy
2020
Q4
$568K Sell
2020
Q3
$582K Sell
2020
Q2
$587K Buy
2020
Q1
$537K Sell
2019
Q4
$530K Buy