Obermeyer 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 | $839K | Buy |
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|
2025
Q2 | $502K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $517K | Hold |
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|
2022
Q2 | $527K | Hold |
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|
2022
Q1 | $531K | Hold |
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|
2021
Q4 | $545K | Hold |
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|
2021
Q3 | $549K | Hold |
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|
2021
Q2 | $549K | Hold |
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|
2021
Q1 | $549K | Sell |
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|
2020
Q4 | $626K | Buy |
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|
2020
Q3 | $428K | Buy |
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|
2020
Q2 | $391K | Buy |
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|
2020
Q1 | $306K | Hold |
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|
2019
Q4 | $299K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $15K | Buy |
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