Clearstead Advisors’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 | $6.97M | Sell |
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2025
Q1 | $7.47M | Sell |
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|
2024
Q4 | $8.43M | Sell |
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|
2024
Q3 | $8.66M | Buy |
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|
2024
Q2 | $8.15M | Buy |
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|
2024
Q1 | $3.57M | Sell |
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|
2023
Q4 | $4.14M | Sell |
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|
2023
Q3 | $9.18M | Buy |
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|
2023
Q2 | $4.59M | Sell |
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|
2023
Q1 | $4.74M | Sell |
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|
2022
Q4 | $5.37M | Buy |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $218K | Hold |
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|
2021
Q4 | $224K | Buy |
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|
2021
Q3 | $118K | Hold |
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|
2021
Q2 | $118K | Buy |
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|
2021
Q1 | $86K | Sell |
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|
2020
Q4 | $804K | Sell |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.42M | Buy |
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|
2020
Q1 | $95K | Buy |
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