Icon Wealth Partners’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
2023
Q3
$801K Buy
2023
Q2
$719K Buy
2023
Q1
$291K Buy
2022
Q2
Sell
2022
Q1
$439K Sell
2021
Q4
$746K Buy
2021
Q3
$565K Buy
2021
Q2
$504K Buy
2018
Q1
Sell
2017
Q4
$6K Buy