Edge 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 | $29.9M | Sell |
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|
2025
Q2 | $29.9M | Buy |
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|
2025
Q1 | $29M | Buy |
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|
2024
Q4 | $28.4M | Sell |
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|
2024
Q3 | $29.6M | Sell |
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|
2024
Q2 | $29.2M | Sell |
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|
2024
Q1 | $30.1M | Sell |
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|
2023
Q4 | $31.7M | Sell |
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|
2023
Q3 | $33.3M | Sell |
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|
2023
Q2 | $37.7M | Sell |
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|
2023
Q1 | $49.5M | Buy |
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|
2022
Q4 | $34.7M | Sell |
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|
2022
Q3 | $36.8M | Buy |
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|
2022
Q2 | $34M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $130K | Buy |
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