Moulton 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
Q1 | – | Sell |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $904K | Buy |
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|
2024
Q2 | $730K | Buy |
|
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|
2024
Q1 | $718K | Sell |
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|
2023
Q4 | $739K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.12M | Hold |
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|
2022
Q1 | $5.12M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $21M | Sell |
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|
2020
Q2 | $21.1M | Buy |
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|
2020
Q1 | $21M | Buy |
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|
2019
Q4 | $3.62M | Buy |
|