Edmonds Duncan Registered Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $592K | Sell |
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|
2023
Q4 | $597K | Hold |
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|
2023
Q3 | $589K | Hold |
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|
2023
Q2 | $590K | Hold |
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|
2023
Q1 | $598K | Hold |
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|
2022
Q4 | $591K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $458K | Hold |
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|
2016
Q2 | $459K | Hold |
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|
2016
Q1 | $459K | Sell |
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|
2015
Q4 | $472K | Buy |
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