Connecticut Wealth Management’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
Q4 | $3.68M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $273K | Sell |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $464K | Sell |
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|
2023
Q4 | $548K | Sell |
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|
2023
Q3 | $929K | Buy |
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|
2023
Q2 | $539K | Buy |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $2.72M | Buy |
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|
2022
Q3 | $2.72M | Sell |
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|
2022
Q2 | $2.87M | Sell |
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|
2022
Q1 | $3.56M | Sell |
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|
2021
Q4 | $3.66M | Sell |
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|
2021
Q3 | $3.69M | Sell |
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|
2021
Q2 | $3.74M | Sell |
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|
2021
Q1 | $3.79M | Sell |
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|
2020
Q4 | $3.8M | Hold |
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|
2020
Q3 | $3.81M | Buy |
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|
2020
Q2 | $3.73M | Sell |
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|
2020
Q1 | $3.87M | Sell |
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|
2019
Q4 | $3.82M | Buy |
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|
2019
Q3 | $3.82M | Buy |
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|
2019
Q2 | $3.8M | Buy |
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