GYL Financial Synergies’s iShares Trust iShares 0-1 Year Treasury Bond ETF SHV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$2.13M Hold
2024
Q2
$2.13M Buy
2024
Q1
$2.09M Hold
2023
Q4
$2.09M Sell
2023
Q3
$2.12M Hold
2023
Q2
$2.12M Hold
2023
Q1
$2.12M Sell
2022
Q4
$2.21M Buy
2022
Q3
$1.63M Buy