Hilton Capital 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
Q2
$350K Sell
2025
Q1
$359K Hold
2024
Q4
$356K Sell
2024
Q3
$402K Sell
2024
Q2
$542K Buy
2023
Q2
Sell
2023
Q1
$53.9M Sell
2022
Q4
$59.7M Hold
2022
Q3
$59.7M Sell
2022
Q2
$63.2M Buy
2022
Q1
$37.1M Buy