Laurel Wealth Advisors (North Carolina)’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 | $30.4M | Buy |
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|
2025
Q1 | $2.54M | Sell |
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|
2024
Q4 | $2.59M | Sell |
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|
2024
Q3 | $2.87M | Sell |
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|
2024
Q2 | $2.91M | Sell |
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|
2024
Q1 | $2.98M | Sell |
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|
2023
Q4 | $3M | Buy |
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|
2023
Q3 | $2.52M | Buy |
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|
2023
Q2 | $1.99M | Buy |
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|
2023
Q1 | $868K | Buy |
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|
2022
Q4 | $557K | Buy |
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|
2022
Q3 | $157K | Buy |
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|
2022
Q2 | $48K | Buy |
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|
2022
Q1 | $49K | Buy |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $50K | Sell |
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|
2021
Q2 | $59K | Hold |
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|
2021
Q1 | $59K | Hold |
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|
2020
Q4 | $59K | Sell |
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|
2020
Q3 | $86K | Sell |
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|
2020
Q2 | $97K | Buy |
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|
2020
Q1 | $96K | Buy |
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|
2019
Q4 | $88K | Buy |
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|
2019
Q3 | $74K | Buy |
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|
2019
Q2 | $74K | Buy |
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|
2019
Q1 | $73K | Buy |
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|
2018
Q4 | $72K | Buy |
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