B. Riley Wealth Advisors’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 | $1.73M | Buy |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $2.17M | Buy |
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|
2024
Q2 | $2.09M | Sell |
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|
2024
Q1 | $2.57M | Buy |
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|
2023
Q4 | $2.01M | Sell |
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $2.93M | Sell |
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|
2023
Q1 | $11.5M | Sell |
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|
2022
Q4 | $12.7M | Buy |
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|
2022
Q3 | $11.5M | Buy |
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|
2022
Q2 | $3.8M | Sell |
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|
2022
Q1 | $4.07M | Sell |
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|
2021
Q4 | $4.64M | Sell |
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|
2021
Q3 | $6.53M | Buy |
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|
2021
Q2 | $5.78M | Buy |
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|
2021
Q1 | $5.75M | Buy |
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|
2020
Q4 | $5.37M | Sell |
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|
2020
Q3 | $5.95M | Buy |
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|
2020
Q2 | $4.95M | Buy |
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|
2020
Q1 | $3.77M | Sell |
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|
2019
Q4 | $3.95M | Sell |
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|
2019
Q3 | $3.99M | Buy |
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|
2019
Q2 | $3.76M | Buy |
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|
2019
Q1 | $3.71M | Sell |
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|
2018
Q4 | $3.97M | Buy |
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|
2018
Q3 | $3.9M | Sell |
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|
2018
Q2 | $4.64M | Buy |
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|
2018
Q1 | $1.83M | Buy |
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|
2017
Q4 | $1.39M | Sell |
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|
2017
Q3 | $2.47M | Buy |
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|
2017
Q2 | $1.04M | Buy |
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|
2017
Q1 | $940K | Sell |
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|
2016
Q4 | $3.1M | Buy |
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|
2016
Q3 | $512K | Buy |
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|
2016
Q2 | $498K | Sell |
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|
2016
Q1 | $467K | Sell |
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|
2015
Q4 | $971K | Sell |
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|
2015
Q3 | $2.27M | Buy |
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|
2015
Q2 | $310K | Sell |
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|
2015
Q1 | $310K | Sell |
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|
2014
Q4 | $312 | Sell |
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|
2014
Q3 | $375K | Sell |
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|
2014
Q2 | $329K | Buy |
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|
2014
Q1 | $492K | Sell |
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|
2013
Q4 | $647K | Sell |
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|
2013
Q3 | $1.19M | Sell |
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|
2013
Q2 | $1.41M | Buy |
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