Roberts Wealth 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 | $303K | Sell |
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2025
Q2 | $320K | Sell |
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2025
Q1 | $471K | Sell |
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|
2024
Q4 | $494K | Sell |
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|
2024
Q3 | $736K | Sell |
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|
2024
Q2 | $766K | Sell |
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|
2024
Q1 | $836K | Sell |
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|
2023
Q4 | $2.65M | Sell |
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|
2023
Q3 | $904K | Sell |
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|
2023
Q2 | $919K | Sell |
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|
2023
Q1 | $938K | Sell |
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|
2022
Q4 | $931K | Sell |
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|
2022
Q3 | $1.36M | Sell |
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|
2022
Q2 | $1.68M | Sell |
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|
2022
Q1 | $1.73M | Sell |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $2.17M | Buy |
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