Coastal Bridge 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
Q3
$1.26M Hold
2025
Q2
$1.26M Buy
2025
Q1
$1.25M Buy
2019
Q4
Sell
2019
Q3
$246K Buy