HB Wealth 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
Q3 | $1.1M | Sell |
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|
2025
Q2 | $1.3M | Sell |
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|
2025
Q1 | $1.52M | Buy |
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|
2024
Q4 | $338K | Buy |
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|
2024
Q3 | $291K | Sell |
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|
2024
Q2 | $383K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $262K | Sell |
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|
2021
Q4 | $413K | Buy |
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