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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.69M | Buy |
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|
2025
Q4 | $1M | Buy |
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|
2025
Q3 | $904K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $223K | Hold |
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|
2017
Q2 | $224K | Hold |
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|
2017
Q1 | $224K | Hold |
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|
2016
Q4 | $223K | Hold |
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|
2016
Q3 | $225K | Hold |
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|
2016
Q2 | $226K | Hold |
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|
2016
Q1 | $225K | Hold |
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|
2015
Q4 | $223K | Buy |
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