Robertson Stephens Wealth Management’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 | $1.64M | Buy |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $415K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $8.79M | Sell |
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|
2023
Q3 | $18.6M | Buy |
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|
2023
Q2 | $16.9M | Sell |
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|
2023
Q1 | $17.5M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $877K | Hold |
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|
2021
Q3 | $883K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $360K | Sell |
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|
2020
Q1 | $2.07M | Buy |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1.45M | Sell |
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|
2019
Q2 | $1.52M | Sell |
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|
2019
Q1 | $4.95M | Buy |
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|
2018
Q4 | $4.09M | Buy |
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