Crewe 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
Q2 | $200K | Hold |
|
|||||
|
2025
Q1 | $200K | Sell |
|
|||||
|
2024
Q4 | $201K | Sell |
|
|||||
|
2024
Q3 | $309K | Sell |
|
|||||
|
2024
Q2 | $401K | Buy |
|
|||||
|
2024
Q1 | $125K | Sell |
|
|||||
|
2023
Q4 | $126K | Buy |
|
|||||
|
2023
Q3 | $123K | Buy |
|
|||||
|
2023
Q2 | $101K | Hold |
|
|||||
|
2023
Q1 | $103K | Sell |
|
|||||
|
2022
Q4 | $102K | Sell |
|
|||||
|
2022
Q3 | $139K | Buy |
|
|||||
|
2022
Q2 | $103K | Hold |
|
|||||
|
2022
Q1 | $104K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $2K | Buy |
|