Perennial Advisors’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
$3.14M Buy
2025
Q2
$2.82M Buy
2025
Q1
$2.68M Buy
2024
Q4
$1.9M Buy
2024
Q2
$1.77M Buy
2024
Q1
$1.7M Buy
2023
Q4
$1.45M Buy
2023
Q3
$1.36M Buy
2023
Q2
$1.32M Buy
2023
Q1
$1.3M Buy
2022
Q4
$1.05M Buy