Morris Financial Concepts’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 | $9.48M | Buy |
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|
2025
Q2 | $8.81M | Buy |
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|
2025
Q1 | $8.33M | Buy |
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|
2024
Q4 | $7.92M | Buy |
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|
2024
Q3 | $7.39M | Buy |
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|
2024
Q2 | $6.79M | Buy |
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|
2024
Q1 | $5.94M | Buy |
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|
2023
Q4 | $5.63M | Buy |
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|
2023
Q3 | $5.35M | Sell |
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|
2023
Q2 | $5.46M | Buy |
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|
2023
Q1 | $4.6M | Buy |
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|
2022
Q4 | $2.23M | Buy |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $147K | Buy |
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|
2022
Q1 | $135K | Buy |
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|
2021
Q4 | $103K | Buy |
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