Client 1st Advisory Group’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
Sell
2025
Q2
$257K Hold
2025
Q1
$257K Hold
2024
Q4
$254K Buy
2022
Q2
Sell
2022
Q1
$208K Hold
2021
Q4
$213K Hold
2021
Q3
$215K Hold
2021
Q2
$215K Sell
2021
Q1
$246K Buy
2020
Q4
$237K Buy