Mount Yale 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 | $217K | Sell |
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2025
Q1 | $266K | Sell |
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2024
Q4 | $452K | Sell |
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2024
Q3 | $472K | Sell |
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|
2024
Q2 | $599K | Buy |
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|
2024
Q1 | $468K | Buy |
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|
2023
Q4 | $468K | Buy |
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|
2023
Q3 | $391K | Sell |
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|
2023
Q2 | $470K | Sell |
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|
2023
Q1 | $481K | Sell |
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|
2022
Q4 | $1.45M | Buy |
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|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $663K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $64K | Hold |
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|
2018
Q1 | $64K | Buy |
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