Personal CFO Solutions’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 | $1.44M | Buy |
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|
2025
Q1 | $347K | Sell |
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|
2024
Q4 | $392K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $426K | Sell |
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|
2023
Q3 | $2.66M | Buy |
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|
2023
Q2 | $565K | Sell |
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|
2023
Q1 | $3.1M | Buy |
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|
2022
Q4 | $464K | Sell |
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|
2022
Q3 | $4.93M | Sell |
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|
2022
Q2 | $6.43M | Sell |
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|
2022
Q1 | $6.49M | Buy |
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|
2021
Q4 | $2.24M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $1.06M | Sell |
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|
2021
Q1 | $2.14M | Buy |
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|
2020
Q4 | $1.59M | Buy |
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|
2020
Q3 | $2K | Sell |
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|
2020
Q2 | $4.42M | Sell |
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|
2020
Q1 | $6.35M | Buy |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $1.12M | Buy |
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