EverSource 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
$11.5K Buy
2025
Q1
$414 Sell
2024
Q4
$595K Buy
2024
Q3
$511K Buy
2024
Q2
$371K Buy
2024
Q1
$220K Buy
2023
Q2
Sell
2023
Q1
$5.71M Buy