Beverly Hills Private Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Beverly Hills Private Wealth’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$510K	Hold
2025 Q1	$509K	Sell
2024 Q4	$509K	Sell
2024 Q3	$527K	Hold
2024 Q2	$517K	Sell
2024 Q1	$520K	Buy
2023 Q4	–	Sell
2023 Q3	$512K	Sell
2023 Q2	$1M	Buy
2023 Q1	$282K	Buy
2022 Q4	$252K	Buy