MBL 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 | $15.6M | Buy |
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|
2025
Q2 | $14.7M | Sell |
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|
2025
Q1 | $14.9M | Buy |
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|
2024
Q4 | $14.6M | Buy |
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|
2024
Q3 | $14M | Buy |
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|
2024
Q2 | $13M | Sell |
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|
2024
Q1 | $18M | Buy |
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|
2023
Q4 | $16.9M | Buy |
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|
2023
Q3 | $16.2M | Buy |
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|
2023
Q2 | $15.2M | Buy |
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|
2023
Q1 | $14.7M | Buy |
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $9.63M | Buy |
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|
2022
Q2 | $8.59M | Buy |
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|
2022
Q1 | $7.12M | Buy |
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|
2021
Q1 | $663K | Sell |
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|
2020
Q4 | $1.01M | Buy |
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