Cabot 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
$14.8M Buy
2025
Q2
$8.74M Buy
2025
Q1
$7.74M Buy
2024
Q4
$4.91M Buy
2024
Q3
$4.97M Buy
2024
Q2
$3.4M Sell
2024
Q1
$4M Sell
2023
Q4
$4.02M Sell
2023
Q3
$10.7M Buy
2023
Q2
$10.7M Buy
2023
Q1
$9.61M Buy