Finer 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 | $1.68M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $661K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $449K | Sell |
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|
2023
Q1 | $566K | Sell |
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|
2022
Q4 | $752K | Sell |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $2.22M | Sell |
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|
2022
Q1 | $2.48M | Buy |
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|
2021
Q4 | $2.21M | Buy |
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