Berger Financial 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
$674K Buy
2025
Q2
$474K Sell
2025
Q1
$524K Sell
2024
Q4
$590K Buy
2024
Q3
$525K Sell
2024
Q2
$518K Sell
2024
Q1
$562K Sell
2023
Q4
$570K Buy
2023
Q3
$562K Buy
2023
Q2
$477K Buy