Cherry Tree 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
Q2
$479K Hold
2025
Q1
$479K Hold
2024
Q4
$474K Hold
2024
Q3
$481K Hold
2024
Q2
$472K Hold
2024
Q1
$473K Buy
2023
Q4
$465K Hold
2023
Q3
$458K Hold
2023
Q2
$459K Buy