RMR Wealth Builders’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 | $2.44M | Buy |
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|
2025
Q1 | $2.44M | Sell |
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|
2024
Q4 | $2.46M | Sell |
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|
2024
Q3 | $2.5M | Buy |
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|
2024
Q2 | $2.46M | Buy |
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|
2024
Q1 | $2.46M | Buy |
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|
2023
Q4 | $2.47M | Sell |
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|
2023
Q3 | $2.45M | Sell |
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|
2023
Q2 | $2.71M | Sell |
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|
2023
Q1 | $4.96M | Sell |
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|
2022
Q4 | $6.19M | Buy |
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|
2022
Q3 | $2.27M | Buy |
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|
2022
Q2 | $2.31M | Buy |
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|
2022
Q1 | $2.3M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $2.38M | Hold |
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|
2021
Q2 | $2.38M | Hold |
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|
2021
Q1 | $2.38M | Hold |
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|
2020
Q4 | $2.39M | Sell |
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|
2020
Q3 | $2.6M | Buy |
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|
2020
Q2 | $2.24M | Buy |
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|
2019
Q4 | $245K | Buy |
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