SageView Advisory Group’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
$1.56M Buy
2025
Q1
$958K Buy
2024
Q4
$899K Buy
2024
Q3
$399K Buy
2024
Q2
Hold
2024
Q1
Hold
2023
Q4
Sell
2023
Q3
$8.73M Sell
2023
Q2
$8.98M Sell
2023
Q1
$9.22M Buy
2022
Q4
$804K Buy