Occidental Asset 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 | $454K | Sell |
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|
2025
Q2 | $584K | Buy |
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|
2025
Q1 | $396K | Sell |
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|
2024
Q4 | $534K | Buy |
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|
2024
Q3 | $261K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $311K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $659K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $961K | Sell |
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|
2022
Q2 | $1.34M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.16M | Buy |
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