Joel Isaacson & Co’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
$466K Buy
2025
Q2
$420K Buy
2024
Q4
Sell
2024
Q3
$218K Sell
2024
Q2
$258K Sell
2024
Q1
$354K Sell
2023
Q4
$510K Buy
2023
Q3
$503K Buy
2023
Q2
$225K Buy