Curi 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
2024
Q1
Sell
2023
Q4
$47.9M Buy
2023
Q3
$46.1M Sell
2023
Q2
$49.8M Buy
2023
Q1
$43.3M Buy
2022
Q4
$3.8M Buy