Castleview Partners’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
$581K Buy
2025
Q2
$371K Buy
2025
Q1
$247K Sell
2024
Q4
$1.26M Sell
2024
Q3
$1.47M Buy
2024
Q2
$1.22M Sell
2024
Q1
$1.3M Sell
2023
Q4
$1.64M Buy
2023
Q3
$641K Buy
2023
Q2
$395K Buy
2023
Q1
$386K Sell
2022
Q4
$387K Buy
2022
Q3
$368K Buy
2022
Q2
$8.6K Sell
2022
Q1
$38K Sell
2021
Q4
$1.94K Buy