Caldwell Trust’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Hold |
1,249
|
|
||||
|
2025
Q1 | $103K | Sell |
1,249
-300
|
|
||||
|
2024
Q4 | $127K | Sell |
1,549
-141
|
|
||||
|
2024
Q3 | $141K | Hold |
1,690
|
|
||||
|
2024
Q2 | $138K | Hold |
1,690
|
|
||||
|
2024
Q1 | $138K | Hold |
1,690
|
|
||||
|
2023
Q4 | $139K | Buy |
1,690
+1,000
|
|
||||
|
2023
Q3 | $55.9K | Hold |
690
|
|
||||
|
2023
Q2 | $55.9K | Hold |
690
|
|
||||
|
2023
Q1 | $56.7K | Hold |
690
|
|
||||
|
2022
Q4 | $56K | Sell |
690
-153
|
|
||||
|
2022
Q3 | $68.5K | Hold |
843
|
|
||||
|
2022
Q2 | $69.8K | Sell |
843
-305
|
|
||||
|
2022
Q1 | $95.7K | Buy |
1,148
+241
|
|
||||
|
2021
Q4 | $77.6K | Hold |
907
|
|
||||
|
2021
Q3 | $78.1K | Hold |
907
|
|
||||
|
2021
Q2 | $78.1K | Hold |
907
|
|
||||
|
2021
Q1 | $78.2K | Hold |
907
|
|
||||
|
2020
Q4 | $78.3K | Hold |
907
|
|
||||
|
2020
Q3 | $78.5K | Hold |
907
|
|
||||
|
2020
Q2 | $78.6K | Hold |
907
|
|
||||
|
2020
Q1 | $78.6K | Hold |
907
|
|
||||
|
2019
Q4 | $76.8K | Buy |
+907
|
|