Joseph P. Lucia & Associates’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 | $376K | Sell |
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|
2025
Q2 | $384K | Sell |
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|
2025
Q1 | $414K | Buy |
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|
2024
Q4 | $403K | Sell |
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|
2024
Q3 | $412K | Sell |
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|
2024
Q2 | $405K | Buy |
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|
2024
Q1 | $406K | Sell |
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|
2023
Q4 | $429K | Sell |
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|
2023
Q3 | $427K | Sell |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $426K | Sell |
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|
2022
Q4 | $452K | Buy |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $137K | Buy |
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|
2022
Q1 | $84K | Sell |
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|
2021
Q4 | $236K | Sell |
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|
2021
Q3 | $247K | Sell |
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|
2021
Q2 | $308K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $13K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $14K | Hold |
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|
2020
Q1 | $14K | Buy |
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