L.M. Kohn & Company’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
Q2 | – | Sell |
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|
2025
Q1 | $643K | Buy |
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|
2024
Q4 | $423K | Buy |
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|
2024
Q3 | $424K | Buy |
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|
2024
Q2 | $400K | Buy |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $451K | Sell |
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|
2022
Q4 | $608K | Buy |
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|
2022
Q3 | $578K | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.23M | Buy |
|