Omnia Family Wealth’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
Q2 | $232K | Buy |
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|
2025
Q1 | $224K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $8.13M | Buy |
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|
2021
Q4 | $1.82M | Sell |
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|
2021
Q3 | $3.53M | Sell |
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|
2021
Q2 | $5.33M | Buy |
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|
2021
Q1 | $3.66M | Sell |
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|
2020
Q4 | $4.76M | Sell |
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|
2020
Q3 | $4.88M | Sell |
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|
2020
Q2 | $5.67M | Sell |
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|
2020
Q1 | $6.63M | Buy |
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|
2019
Q4 | $5.39M | Buy |
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|
2019
Q3 | $2M | Buy |
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|
2019
Q2 | $647K | Buy |
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|
2019
Q1 | $37K | Hold |
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|
2018
Q4 | $37K | Hold |
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|
2018
Q3 | $37K | Hold |
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|
2018
Q2 | $37K | Hold |
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|
2018
Q1 | $37K | Hold |
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|
2017
Q4 | $37K | Sell |
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|
2017
Q3 | $95K | Sell |
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|
2017
Q2 | $230K | Buy |
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|
2017
Q1 | $95K | Hold |
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|
2016
Q4 | $95K | Buy |
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