Corient Private Wealth’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 | $28.3M | Sell |
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|
2025
Q2 | $31.5M | Sell |
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|
2025
Q1 | $94.8M | Buy |
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|
2024
Q4 | $31.5M | Sell |
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|
2024
Q3 | $67.6M | Buy |
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|
2024
Q2 | $31.7M | Sell |
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|
2024
Q1 | $33M | Sell |
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|
2023
Q4 | $34.6M | Sell |
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|
2023
Q3 | $35.8M | Buy |
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|
2023
Q2 | $6.52M | Sell |
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|
2023
Q1 | $7.12M | Buy |
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|
2022
Q4 | $6.27M | Buy |
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