Caldwell Trust’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 | $104K | Hold |
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|
2025
Q2 | $103K | Hold |
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|
2025
Q1 | $103K | Sell |
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|
2024
Q4 | $127K | Sell |
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|
2024
Q3 | $141K | Hold |
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|
2024
Q2 | $138K | Hold |
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|
2024
Q1 | $138K | Hold |
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|
2023
Q4 | $139K | Buy |
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|
2023
Q3 | $55.9K | Hold |
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|
2023
Q2 | $55.9K | Hold |
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|
2023
Q1 | $56.7K | Hold |
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|
2022
Q4 | $56K | Sell |
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|
2022
Q3 | $68.5K | Hold |
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|
2022
Q2 | $69.8K | Sell |
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|
2022
Q1 | $95.7K | Buy |
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|
2021
Q4 | $77.6K | Hold |
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|
2021
Q3 | $78.1K | Hold |
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|
2021
Q2 | $78.1K | Hold |
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|
2021
Q1 | $78.2K | Hold |
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|
2020
Q4 | $78.3K | Hold |
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|
2020
Q3 | $78.5K | Hold |
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|
2020
Q2 | $78.6K | Hold |
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|
2020
Q1 | $78.6K | Hold |
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|
2019
Q4 | $76.8K | Buy |
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