Kelleher Financial Advisors’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
$904K Buy
2017
Q4
Sell
2017
Q3
$223K Hold
2017
Q2
$224K Hold
2017
Q1
$224K Hold
2016
Q4
$223K Hold
2016
Q3
$225K Hold
2016
Q2
$226K Hold
2016
Q1
$225K Hold
2015
Q4
$223K Buy