Kestra Private Wealth Services’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
$6.3M Buy
2025
Q2
$5.96M Sell
2025
Q1
$6.14M Buy
2024
Q4
$5.28M Sell
2024
Q3
$6.05M Sell
2024
Q2
$6.36M Sell
2024
Q1
$6.42M Sell
2023
Q4
$7.09M Buy
2023
Q3
$6.59M Sell
2023
Q2
$8.9M Buy
2023
Q1
$7.41M Sell
2022
Q4
$7.91M Buy
2022
Q3
$5.52M Buy
2022
Q2
$498K Sell
2022
Q1
$652K Buy
2021
Q4
$597K Sell
2021
Q3
$622K Buy
2021
Q2
$212K Sell
2021
Q1
$557K Sell
2020
Q4
$696K Sell
2020
Q3
$698K Buy