GeoWealth 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 | $2.65M | Buy |
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|
2025
Q1 | $750K | Sell |
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|
2024
Q4 | $853K | Buy |
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|
2024
Q3 | $189K | Sell |
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|
2024
Q2 | $2.99M | Buy |
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|
2024
Q1 | $2.98M | Buy |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $7.29M | Sell |
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|
2023
Q2 | $15.5M | Sell |
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|
2023
Q1 | $17.1M | Buy |
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|
2022
Q4 | $315K | Sell |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $96K | Sell |
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|
2022
Q1 | $102K | Sell |
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|
2021
Q4 | $140K | Buy |
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|
2021
Q3 | $132K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $208K | Sell |
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|
2020
Q2 | $218K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $8.39M | Buy |
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