Icon Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Icon Wealth Advisors’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$385K	Buy
2025 Q1	$351K	Hold
2024 Q4	$348K	Buy
2024 Q3	$128K	Buy
2024 Q2	–	Sell
2024 Q1	$194K	Sell
2023 Q4	$820K	Buy
2022 Q4	$259K	Sell
2022 Q3	$575K	Buy