Resonant Capital 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
$385K Hold
2025
Q2
$384K Hold
2025
Q1
$383K Sell
2024
Q4
$409K Hold
2024
Q3
$415K Hold
2024
Q2
$407K Sell
2024
Q1
$508K Sell
2023
Q4
$862K Buy