Perigon Wealth 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 | $7.66M | Sell |
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|
2025
Q2 | $7.83M | Sell |
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|
2025
Q1 | $9.5M | Sell |
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|
2024
Q4 | $10.7M | Sell |
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|
2024
Q3 | $13.1M | Sell |
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|
2024
Q2 | $18M | Buy |
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|
2024
Q1 | $16.3M | Sell |
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|
2023
Q4 | $17.5M | Buy |
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|
2023
Q3 | $10.5M | Sell |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $9.94M | Buy |
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|
2022
Q4 | $7.19M | Buy |
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|
2022
Q3 | $569K | Buy |
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|
2022
Q2 | $566K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.41M | Sell |
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|
2021
Q2 | $1.44M | Buy |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.45M | Buy |
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|
2020
Q3 | $688K | Buy |
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|
2020
Q2 | $426K | Sell |
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|
2020
Q1 | $445K | Buy |
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|
2019
Q4 | $373K | Buy |
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|
2019
Q3 | $349K | Buy |
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|
2019
Q2 | $316K | Sell |
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|
2019
Q1 | $441K | Sell |
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|
2018
Q4 | $3.94M | Buy |
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|
2018
Q3 | $219K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $394K | Hold |
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|
2017
Q4 | $396K | Hold |
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|
2017
Q3 | $398K | Sell |
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|
2017
Q2 | $415K | Buy |
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|
2017
Q1 | $394K | Sell |
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|
2016
Q4 | $414K | Hold |
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|
2016
Q3 | $417K | Buy |
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|
2016
Q2 | $58K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $211K | Sell |
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|
2015
Q2 | $228K | Sell |
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|
2015
Q1 | $236K | Hold |
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|
2014
Q4 | $235K | Sell |
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|
2014
Q3 | $265K | Sell |
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|
2014
Q2 | $322K | Buy |
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|
2014
Q1 | $309K | Hold |
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|
2013
Q4 | $308K | Buy |
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