Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $20M | Buy |
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2025
Q2 | $18.2M | Buy |
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2025
Q1 | $17.1M | Buy |
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|
2024
Q4 | $15.8M | Buy |
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|
2024
Q3 | $13.9M | Buy |
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|
2024
Q2 | $10.9M | Sell |
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|
2024
Q1 | $11.2M | Buy |
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|
2023
Q4 | $9.54M | Buy |
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|
2023
Q3 | $7.56M | Buy |
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|
2023
Q2 | $7.12M | Buy |
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|
2023
Q1 | $5.28M | Buy |
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|
2022
Q4 | $448K | Sell |
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|
2022
Q3 | $476K | Buy |
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|
2022
Q2 | $209K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $116K | Buy |
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