Northwest 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
Q3 | $628K | Buy |
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|
2025
Q2 | $616K | Sell |
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|
2025
Q1 | $655K | Sell |
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|
2024
Q4 | $952K | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.54M | Buy |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.91M | Sell |
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $2.47M | Sell |
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|
2022
Q4 | $2.9M | Sell |
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|
2022
Q3 | $3.09M | Buy |
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|
2022
Q2 | $2.98M | Buy |
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|
2022
Q1 | $282K | Sell |
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|
2021
Q4 | $373K | Sell |
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|
2021
Q3 | $381K | Sell |
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|
2021
Q2 | $398K | Buy |
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|
2021
Q1 | $392K | Buy |
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|
2020
Q4 | $392K | Buy |
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|
2020
Q3 | $380K | Buy |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $358K | Sell |
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|
2019
Q4 | $372K | Sell |
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|
2019
Q3 | $494K | Sell |
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|
2019
Q2 | $497K | Sell |
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|
2019
Q1 | $549K | Sell |
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|
2018
Q4 | $593K | Sell |
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|
2018
Q3 | $610K | Sell |
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|
2018
Q2 | $640K | Sell |
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|
2018
Q1 | $801K | Sell |
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|
2017
Q4 | $837K | Sell |
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|
2017
Q3 | $858K | Sell |
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|
2017
Q2 | $1.07M | Sell |
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|
2017
Q1 | $1.15M | Sell |
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|
2016
Q4 | $1.25M | Buy |
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