Live Oak Private Wealth’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 | $509K | Sell |
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|
2025
Q2 | $548K | Buy |
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|
2025
Q1 | $537K | Sell |
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|
2024
Q4 | $535K | Sell |
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|
2024
Q3 | $550K | Sell |
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|
2024
Q2 | $541K | Buy |
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|
2024
Q1 | $534K | Buy |
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|
2023
Q4 | $416K | Buy |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $228K | Sell |
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|
2022
Q4 | $2.38M | Sell |
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|
2022
Q3 | $3.38M | Sell |
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|
2022
Q2 | $4.06M | Sell |
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|
2022
Q1 | $4.18M | Sell |
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|
2021
Q4 | $4.3M | Sell |
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|
2021
Q3 | $4.41M | Buy |
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|
2021
Q2 | $4.41M | Buy |
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|
2021
Q1 | $4.14M | Buy |
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|
2020
Q4 | $3.64M | Sell |
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|
2020
Q3 | $3.68M | Sell |
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|
2020
Q2 | $3.88M | Buy |
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