Independent Solutions 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 | $7.03M | Buy |
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|
2025
Q2 | $7M | Buy |
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|
2025
Q1 | $6.97M | Buy |
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|
2024
Q4 | $6.83M | Sell |
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|
2024
Q3 | $9.17M | Sell |
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|
2024
Q2 | $9.11M | Buy |
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|
2024
Q1 | $9.09M | Buy |
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|
2023
Q4 | $8.18M | Sell |
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|
2023
Q3 | $8.94M | Sell |
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|
2023
Q2 | $9.35M | Buy |
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|
2023
Q1 | $9.44M | Buy |
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|
2022
Q4 | $8.8M | Sell |
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|
2022
Q3 | $8.97M | Sell |
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|
2022
Q2 | $9.42M | Sell |
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|
2022
Q1 | $10.4M | Sell |
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|
2021
Q4 | $10.8M | Sell |
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|
2021
Q3 | $11.7M | Sell |
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|
2021
Q2 | $12.5M | Sell |
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|
2021
Q1 | $12.6M | Buy |
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|
2020
Q4 | $9.77M | Buy |
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|
2020
Q3 | $8.31M | Buy |
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|
2020
Q2 | $6.64M | Buy |
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|
2020
Q1 | $5.59M | Sell |
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|
2019
Q4 | $5.47M | Buy |
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