High Net Worth Advisory Group’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
$207K Hold
2025
Q1
$207K Hold
2024
Q4
$205K Sell
2024
Q3
$249K Hold
2024
Q2
$245K Hold
2024
Q1
$245K Hold
2023
Q4
$246K Sell
2023
Q3
$267K Hold
2023
Q2
$267K Buy