J. Safra Sarasin Holding’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.07M Sell
25,000
-4,587
-16% -$380K 0.04% 213
2025
Q1
$2.45M Buy
29,587
+499
+2% +$41.3K 0.04% 193
2024
Q4
$2.38M Buy
29,088
+4,088
+16% +$335K 0.04% 209
2024
Q3
$2.08M Hold
25,000
0.04% 207
2024
Q2
$2.04M Buy
+25,000
New +$2.04M 0.04% 222