Patriot Financial Group Insurance Agency’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 | $256K | Hold |
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|
2025
Q2 | $256K | Buy |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $216K | Sell |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $225K | Buy |
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|
2024
Q1 | $215K | Sell |
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|
2023
Q4 | $216K | Sell |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $577K | Buy |
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|
2022
Q3 | $470K | Sell |
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|
2022
Q2 | $610K | Buy |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $441K | Buy |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $163K | Buy |
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|
2021
Q1 | $64K | Buy |
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|
2020
Q4 | $58K | Buy |
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|
2020
Q3 | $46K | Sell |
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|
2020
Q2 | $51K | Sell |
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|
2020
Q1 | $134K | Buy |
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|
2019
Q4 | $33K | Sell |
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|
2019
Q3 | $37K | Sell |
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|
2019
Q2 | $56K | Buy |
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|
2019
Q1 | $30K | Sell |
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|
2018
Q4 | $34K | Buy |
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|
2018
Q3 | $33K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $9K | Buy |
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|
2017
Q4 | $4K | Hold |
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|
2017
Q3 | $4K | Hold |
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|
2017
Q2 | $4K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $37K | Buy |
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