HCR Wealth Advisors’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 | $4.5M | Buy |
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|
2025
Q2 | $4.45M | Sell |
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|
2025
Q1 | $4.44M | Sell |
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|
2024
Q4 | $4.77M | Sell |
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|
2024
Q3 | $4.98M | Sell |
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|
2024
Q2 | $4.94M | Sell |
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|
2024
Q1 | $4.99M | Sell |
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|
2023
Q4 | $5.32M | Buy |
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|
2023
Q3 | $4.9M | Sell |
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|
2023
Q2 | $5.5M | Sell |
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|
2023
Q1 | $5.77M | Sell |
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|
2022
Q4 | $5.92M | Sell |
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|
2022
Q3 | $6.54M | Buy |
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|
2022
Q2 | $6.34M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $264K | Buy |
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|
2020
Q4 | $176K | Hold |
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|
2020
Q3 | $177K | Sell |
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|
2020
Q2 | $178K | Sell |
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|
2020
Q1 | $289K | Buy |
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|
2019
Q4 | $102K | Buy |
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