Clearstead Trust’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 | $628K | Buy |
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|
2025
Q1 | $441K | Buy |
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|
2024
Q4 | $419K | Buy |
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|
2024
Q3 | $358K | Buy |
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|
2024
Q2 | $301K | Buy |
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|
2024
Q1 | $255K | Buy |
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|
2023
Q4 | $254K | Buy |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $202K | Buy |
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|
2023
Q1 | $194K | Hold |
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|
2022
Q4 | $192K | Buy |
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|
2022
Q3 | $126K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Sell |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.59M | Sell |
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|
2021
Q2 | $1.99M | Hold |
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|
2021
Q1 | $1.99M | Sell |
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|
2020
Q4 | $2.51M | Sell |
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|
2020
Q3 | $2.52M | Buy |
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|
2020
Q2 | $2.51M | Buy |
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