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