Lowe Wealth Advisors’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 | – | Sell |
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|
2025
Q2 | $1.45K | Hold |
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|
2025
Q1 | $1.45K | Hold |
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|
2024
Q4 | $1.44K | Sell |
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|
2024
Q3 | $84.6K | Sell |
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|
2024
Q2 | $84.5K | Sell |
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|
2024
Q1 | $87.5K | Sell |
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|
2023
Q4 | $111K | Hold |
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|
2023
Q3 | $109K | Hold |
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|
2023
Q2 | $109K | Hold |
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|
2023
Q1 | $111K | Hold |
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|
2022
Q4 | $110K | Buy |
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|
2022
Q3 | $28K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $54K | Hold |
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|
2019
Q4 | $53K | Hold |
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|
2019
Q3 | $53K | Hold |
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|
2019
Q2 | $53K | Buy |
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|
2019
Q1 | $10K | Buy |
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