Cary Street Partners Investment Advisory’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 | $22.1K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.57M | Buy |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.32M | Buy |
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|
2022
Q4 | $49.3K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $12K | Buy |
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|
2021
Q1 | $10K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $149K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $359K | Buy |
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|
2018
Q4 | $616K | Buy |
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