Modera Wealth Management’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 | $973K | Sell |
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|
2025
Q2 | $1.66M | Sell |
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|
2025
Q1 | $1.74M | Sell |
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|
2024
Q4 | $2.13M | Buy |
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|
2024
Q3 | $1.53M | Sell |
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|
2024
Q2 | $2.03M | Buy |
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|
2024
Q1 | $1.41M | Buy |
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|
2023
Q4 | $1.39M | Sell |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.63M | Sell |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $1.78M | Buy |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $2.01M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $276K | Hold |
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|
2020
Q3 | $277K | Sell |
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|
2020
Q2 | $415K | Buy |
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|
2020
Q1 | $415K | Buy |
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|
2019
Q4 | $287K | Hold |
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|
2019
Q3 | $288K | Hold |
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|
2019
Q2 | $288K | Hold |
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|
2019
Q1 | $285K | Hold |
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|
2018
Q4 | $284K | Hold |
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|
2018
Q3 | $282K | Sell |
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|
2018
Q2 | $417K | Buy |
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