Chicago 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
Sell
2025
Q1
$252K Sell
2024
Q4
$261K Sell
2024
Q3
$298K Sell
2024
Q2
$401K Sell
2024
Q1
$493K Sell
2023
Q4
$499K Buy
2023
Q3
$387K Buy
2023
Q2
$213K Sell
2023
Q1
$265K Sell
2022
Q4
$12.7M Buy
2022
Q3
$11M Buy