Realta Investment 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
$1.96M Buy
2025
Q2
$1.56M Buy
2025
Q1
$1.38M Sell
2024
Q4
$1.56M Buy
2024
Q3
$1.42M Sell
2024
Q2
$1.42M Sell
2024
Q1
$2.36M Sell
2023
Q4
$2.54M Buy
2023
Q3
$2.38M Hold
2023
Q2
$2.38M Sell
2023
Q1
$2.46M Buy
2022
Q4
$427K Buy
2022
Q3
$90K Buy
2022
Q2
Sell
2022
Q1
$215K Buy
2020
Q1
Sell
2019
Q4
$1.07M Sell
2019
Q3
$1.12M Sell
2019
Q2
$1.19M Buy
2019
Q1
$1.07M Buy