Bar Harbor 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
2026
Q1
$228K Buy
2023
Q4
Sell
2023
Q3
$228K Sell
2023
Q2
$296K Hold
2023
Q1
$300K Sell
2022
Q4
$619K Sell
2022
Q3
$1.28M Buy
2020
Q1
Sell
2019
Q4
$533K Sell
2019
Q3
$576K Buy
2019
Q2
$264K Buy