Guardian Wealth Advisors (North Carolina)’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
$209K Sell
2025
Q1
$283K Sell
2024
Q4
$2.02M Buy
2024
Q3
$49 Hold
2024
Q2
$48 Hold
2024
Q1
$47 Sell
2023
Q4
$70.4K Buy
2023
Q3
$47 Hold
2023
Q2
$47 Hold
2023
Q1
$47 Buy