Coppell Advisory Solutions’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 | $269K | Buy |
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2025
Q2 | $242K | Sell |
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|
2025
Q1 | $1.78M | Buy |
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|
2024
Q4 | $898K | Buy |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $226K | Buy |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | $30.3K | Sell |
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|
2023
Q2 | $192K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $30.3K | Buy |
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|
2020
Q4 | $633K | Buy |
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