Moneta Group Investment 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
Q2 | $431K | Buy |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $418K | Buy |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $442K | Sell |
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|
2024
Q1 | $612K | Sell |
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|
2023
Q4 | $647K | Buy |
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|
2023
Q3 | $439K | Sell |
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|
2023
Q2 | $457K | Sell |
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|
2023
Q1 | $514K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $298K | Sell |
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|
2021
Q3 | $309K | Sell |
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|
2021
Q2 | $400K | Buy |
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|
2021
Q1 | $266K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $214K | Sell |
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|
2019
Q3 | $482K | Buy |
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