Compass Ion 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 | $915K | Buy |
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|
2025
Q2 | $907K | Buy |
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|
2025
Q1 | $899K | Buy |
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|
2024
Q4 | $886K | Buy |
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|
2024
Q3 | $818K | Buy |
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|
2024
Q2 | $791K | Hold |
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|
2024
Q1 | $791K | Buy |
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|
2023
Q4 | $789K | Buy |
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|
2023
Q3 | $771K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $280K | Hold |
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|
2020
Q3 | $280K | Hold |
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|
2020
Q2 | $281K | Sell |
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|
2020
Q1 | $29.7M | Buy |
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