Montag & Associates’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 | $14.1M | Sell |
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|
2025
Q2 | $14.1M | Sell |
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|
2025
Q1 | $14.3M | Sell |
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|
2024
Q4 | $15.1M | Buy |
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|
2024
Q3 | $9.8M | Buy |
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|
2024
Q2 | $6.74M | Buy |
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|
2024
Q1 | $4.63M | Buy |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.4M | Sell |
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|
2023
Q2 | $1.48M | Sell |
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|
2023
Q1 | $1.66M | Buy |
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|
2022
Q4 | $166K | Buy |
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|
2022
Q3 | $146K | Buy |
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|
2022
Q2 | $50K | Hold |
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|
2022
Q1 | $50K | Hold |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $52K | Hold |
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|
2021
Q2 | $52K | Hold |
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|
2021
Q1 | $52K | Hold |
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|
2020
Q4 | $52K | Buy |
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