Empirical 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
Q2 | $1.21M | Sell |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.4M | Sell |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.38M | Sell |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.56M | Sell |
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|
2023
Q1 | $2.77M | Sell |
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|
2022
Q4 | $3.15M | Sell |
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|
2022
Q3 | $3.6M | Buy |
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|
2022
Q2 | $1.98M | Buy |
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|
2022
Q1 | $954K | Buy |
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|
2021
Q4 | $975K | Sell |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $1.27M | Sell |
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|
2020
Q4 | $1.52M | Sell |
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|
2020
Q3 | $2.03M | Sell |
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|
2020
Q2 | $2.49M | Sell |
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|
2020
Q1 | $4.12M | Sell |
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|
2019
Q4 | $12.8M | Sell |
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|
2019
Q3 | $33.1M | Sell |
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|
2019
Q2 | $38.2M | Buy |
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|
2019
Q1 | $33.7M | Buy |
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|
2018
Q4 | $32.6M | Buy |
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|
2018
Q3 | $32.3M | Sell |
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|
2018
Q2 | $32.7M | Buy |
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|
2018
Q1 | $30.7M | Buy |
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|
2017
Q4 | $30.2M | Buy |
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|
2017
Q3 | $30.3M | Buy |
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|
2017
Q2 | $30.2M | Sell |
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|
2017
Q1 | $30.6M | Sell |
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|
2016
Q4 | $32.7M | Buy |
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|
2016
Q3 | $31.6M | Buy |
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|
2016
Q2 | $27.5M | Sell |
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|
2016
Q1 | $28.6M | Buy |
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|
2015
Q4 | $27.9M | Buy |
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|
2015
Q3 | $27M | Sell |
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|
2015
Q2 | $27M | Buy |
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|
2015
Q1 | $26.6M | Buy |
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|
2014
Q4 | $25.6M | Buy |
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|
2014
Q3 | $19.8M | Buy |
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|
2014
Q2 | $7.14M | Buy |
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|
2014
Q1 | $706K | Sell |
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|
2013
Q4 | $706K | Sell |
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|
2013
Q3 | $723K | Sell |
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|
2013
Q2 | $726K | Buy |
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