FWL Investment 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
Q2
$1.02M Buy
2025
Q1
$701K Buy
2024
Q4
$640K Buy
2024
Q3
$106K Sell
2024
Q2
$106K Sell
2024
Q1
$506K Sell
2023
Q4
$1.37M Sell
2023
Q3
$1.45M Buy
2023
Q2
$1.45M Sell
2023
Q1
$1.78M Buy
2022
Q4
$1.29M Buy
2022
Q3
$782K Buy