Obermeyer Wealth Partners’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
+6,058
| New | +$502K | 0.03% | 163 |
|
|
2022
Q4 | – | Sell |
-6,368
| Closed | -$517K | – | 236 |
|
|
2022
Q3 | $517K | Hold |
6,368
| – | – | 0.04% | 112 |
|
|
2022
Q2 | $527K | Hold |
6,368
| – | – | 0.04% | 111 |
|
|
2022
Q1 | $531K | Hold |
6,368
| – | – | 0.03% | 122 |
|
|
2021
Q4 | $545K | Hold |
6,368
| – | – | 0.03% | 121 |
|
|
2021
Q3 | $549K | Hold |
6,368
| – | – | 0.03% | 114 |
|
|
2021
Q2 | $549K | Hold |
6,368
| – | – | 0.03% | 119 |
|
|
2021
Q1 | $549K | Sell |
6,368
-875
| -12% | -$75.4K | 0.03% | 115 |
|
|
2020
Q4 | $626K | Buy |
7,243
+2,300
| +47% | +$199K | 0.04% | 75 |
|
|
2020
Q3 | $428K | Buy |
4,943
+433
| +10% | +$37.5K | 0.03% | 92 |
|
|
2020
Q2 | $391K | Buy |
4,510
+982
| +28% | +$85.1K | 0.03% | 89 |
|
|
2020
Q1 | $306K | Hold |
3,528
| – | – | 0.03% | 89 |
|
|
2019
Q4 | $299K | Buy |
+3,528
| New | +$299K | 0.03% | 106 |
|
|
2013
Q3 | – | Sell |
-175
| Closed | -$15K | – | 242 |
|
|
2013
Q2 | $15K | Buy |
+175
| New | +$15K | ﹤0.01% | 229 |
|