Darwin 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
Q3 | $70K | Hold |
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|
2025
Q2 | $69.9K | Sell |
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|
2025
Q1 | $75.8K | Hold |
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|
2024
Q4 | $75.8K | Sell |
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|
2024
Q3 | $99.5K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $201K | Sell |
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|
2023
Q2 | $427K | Sell |
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|
2023
Q1 | $853K | Buy |
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|
2022
Q4 | $817K | Sell |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.52M | Sell |
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|
2022
Q1 | $1.82M | Sell |
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|
2021
Q4 | $2.29M | Sell |
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|
2021
Q3 | $2.83M | Sell |
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|
2021
Q2 | $3.03M | Sell |
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|
2021
Q1 | $3.35M | Buy |
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|
2020
Q4 | $2.86M | Buy |
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|
2020
Q3 | $2.09M | Sell |
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|
2020
Q2 | $3.21M | Sell |
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|
2020
Q1 | $3.43M | Buy |
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|
2019
Q4 | $2.54M | Buy |
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|
2019
Q3 | $2.54M | Sell |
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|
2019
Q2 | $2.64M | Sell |
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|
2019
Q1 | $2.94M | Sell |
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|
2018
Q4 | $3.09M | Buy |
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|
2018
Q3 | $3.02M | Buy |
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|
2018
Q2 | $2.92M | Sell |
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|
2018
Q1 | $3.21M | Sell |
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|
2017
Q4 | $3.32M | Buy |
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|
2017
Q3 | $3.2M | Buy |
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|
2017
Q2 | $2.4M | Buy |
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|
2017
Q1 | $2.34M | Sell |
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|
2016
Q4 | $2.46M | Buy |
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|
2016
Q3 | $2.44M | Buy |
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|
2016
Q2 | $1.99M | Buy |
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