Loring Wolcott & Coolidge Fiduciary Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,000
| Closed | -$579K | – | 556 |
|
|
2025
Q1 | $579K | Buy |
+7,000
| New | +$579K | 0.01% | 203 |
|
|
2023
Q3 | – | Sell |
-7,080
| Closed | -$574K | – | 652 |
|
|
2023
Q2 | $574K | Sell |
7,080
-1,754
| -20% | -$142K | 0.01% | 191 |
|
|
2023
Q1 | $726K | Hold |
8,834
| – | – | 0.01% | 171 |
|
|
2022
Q4 | $717K | Hold |
8,834
| – | – | 0.01% | 170 |
|
|
2022
Q3 | $717K | Hold |
8,834
| – | – | 0.01% | 166 |
|
|
2022
Q2 | $731K | Buy |
+8,834
| New | +$731K | 0.01% | 174 |
|