EP Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Buy |
|
|||||
|
2025
Q1 | $136K | Sell |
|
|||||
|
2024
Q4 | $204K | Buy |
|
|||||
|
2024
Q3 | $166K | Buy |
|
|||||
|
2024
Q2 | $118K | Sell |
|
|||||
|
2024
Q1 | $153K | Sell |
|
|||||
|
2023
Q4 | $159K | Buy |
|
|||||
|
2023
Q3 | $145K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $707K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $582K | Sell |
|
|||||
|
2021
Q1 | $2.67M | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $366K | Buy |
|