Oak Harbor Wealth Partners’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 | $191K | Sell |
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|
2025
Q2 | $239K | Sell |
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|
2025
Q1 | $329K | Sell |
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|
2024
Q4 | $412K | Sell |
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|
2024
Q3 | $431K | Buy |
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|
2024
Q2 | $333K | Buy |
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|
2024
Q1 | $326K | Buy |
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|
2023
Q4 | $310K | Buy |
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $428K | Buy |
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|
2023
Q1 | $433K | Buy |
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|
2022
Q4 | $191K | Hold |
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|
2022
Q3 | $191K | Buy |
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|
2022
Q2 | $118K | Sell |
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|
2022
Q1 | $168K | Buy |
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|
2021
Q4 | $155K | Buy |
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