Pathstone Family Office’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
2023
Q3
$35.5M Sell
2023
Q2
$48.6M Sell
2023
Q1
$49.6M Sell
2022
Q4
$56.3M Sell
2022
Q3
$151M Buy
2022
Q2
$53.1M Buy
2021
Q4
Sell
2021
Q3
$1.81M Buy
2021
Q2
$500K Buy
2014
Q2
Sell
2014
Q1
$3K Hold
2013
Q4
$3K Hold
2013
Q3
$3K Hold
2013
Q2
$3K Buy