Destination Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Destination Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,325	Closed	-$273K	–	241
2024 Q4	$273K	Buy	+3,325	New	+$273K	0.01%	204
2022 Q3	–	Sell	-8,432	Closed	-$698K	–	198
2022 Q2	$698K	Buy	+8,432	New	+$698K	0.03%	128
2021 Q1	–	Sell	-2,516	Closed	-$217K	–	179
2020 Q4	$217K	Buy	2,516 +189	+8%	+$16.3K	0.01%	157
2020 Q3	$201K	Sell	2,327 -50	-2%	-$4.32K	0.01%	141
2020 Q2	$206K	Sell	2,377 -61	-3%	-$5.29K	0.01%	143
2020 Q1	$211K	Buy	+2,438	New	+$211K	0.01%	158
2019 Q3	–	Sell	-1,855	Closed	-$157K	–	435
2019 Q2	$157K	Hold	1,855	–	–	0.01%	149
2019 Q1	$156K	Sell	1,855 -606	-25%	-$51K	0.01%	156
2018 Q4	$206K	Sell	2,461 -181	-7%	-$15.2K	0.01%	142
2018 Q3	$220K	Sell	2,642 -68	-3%	-$5.66K	0.01%	145
2018 Q2	$226K	Sell	2,710 -22,290	-89%	-$1.86M	0.01%	132
2018 Q1	$1.07M	Buy	25,000 +21,832	+689%	+$936K	0.07%	94
2017 Q4	$266K	Sell	3,168 -178	-5%	-$14.9K	0.02%	140
2017 Q3	$283K	Buy	3,346 +142	+4%	+$12K	0.02%	138
2017 Q2	$271K	Sell	3,204 -96	-3%	-$8.12K	0.02%	140
2017 Q1	$279K	Sell	3,300 -54	-2%	-$4.57K	0.02%	136
2016 Q4	$283K	Buy	3,354 +150	+5%	+$12.7K	0.02%	139
2016 Q3	$272K	Buy	+3,204	New	+$272K	0.02%	142
2016 Q2	–	Sell	-3,856	Closed	-$325K	–	164
2016 Q1	$325K	Hold	3,856	–	–	0.03%	108
2015 Q4	$325K	Hold	3,856	–	–	0.03%	108
2015 Q3	$328K	Sell	3,856 -90,624	-96%	-$7.71M	0.04%	104
2015 Q2	$8.02M	Buy	94,480 +89,271	+1,714%	+$7.58M	0.53%	50
2015 Q1	$442K	Sell	5,209 -4,724	-48%	-$401K	0.05%	81
2014 Q4	$839K	Sell	9,933 -316	-3%	-$26.7K	0.08%	61
2014 Q3	$866K	Sell	10,249 -370	-3%	-$31.3K	0.09%	65
2014 Q2	$898K	Buy	10,619 +441	+4%	+$37.3K	0.09%	67
2014 Q1	$860K	Sell	10,178 -113	-1%	-$9.55K	0.09%	68
2013 Q4	$868K	Buy	10,291 +1,018	+11%	+$85.9K	0.09%	66
2013 Q3	$783K	Buy	9,273 +4,996	+117%	+$422K	0.09%	63
2013 Q2	$360K	Buy	+4,277	New	+$360K	0.04%	79