Forum Private Client Group’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 | $491K | Sell |
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|
2025
Q1 | $500K | Buy |
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|
2024
Q4 | $473K | Sell |
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|
2024
Q3 | $479K | Sell |
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|
2024
Q2 | $560K | Sell |
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|
2024
Q1 | $676K | Sell |
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|
2023
Q4 | $1.26M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.06M | Sell |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $1.03M | Buy |
|