Elmwood 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
Q4
$238K Buy
2022
Q1
Sell
2021
Q4
$19K Buy
2021
Q2
$19K Hold
2021
Q1
$19K Buy
2020
Q3
$49K Hold
2020
Q2
$49K Buy