HighMark 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 | $98.1K | Buy |
|
|||||
|
2025
Q2 | $97K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $570K | Sell |
|
|||||
|
2024
Q2 | $593K | Sell |
|
|||||
|
2024
Q1 | $662K | Sell |
|
|||||
|
2023
Q4 | $1M | Sell |
|
|||||
|
2023
Q3 | $1.53M | Sell |
|
|||||
|
2023
Q2 | $1.56M | Sell |
|
|||||
|
2023
Q1 | $1.58M | Sell |
|
|||||
|
2022
Q4 | $1.58M | Sell |
|
|||||
|
2022
Q3 | $1.75M | Sell |
|
|||||
|
2022
Q2 | $1.79M | Sell |
|
|||||
|
2022
Q1 | $2.38M | Sell |
|
|||||
|
2021
Q4 | $2.71M | Sell |
|
|||||
|
2021
Q3 | $2.94M | Buy |
|
|||||
|
2021
Q2 | $2.74M | Buy |
|
|||||
|
2021
Q1 | $2.7M | Sell |
|
|||||
|
2020
Q4 | $3.37M | Sell |
|
|||||
|
2020
Q3 | $3.4M | Sell |
|
|||||
|
2020
Q2 | $3.59M | Buy |
|
|||||
|
2020
Q1 | $3.53M | Buy |
|
|||||
|
2019
Q4 | $3.31M | Buy |
|