Evolution 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
Q3
$271K Hold
2025
Q2
$271K Buy
2021
Q4
Sell
2021
Q3
$13K Buy
2020
Q1
Sell
2019
Q4
$56K Buy
2019
Q1
Sell
2018
Q4
$122K Buy