Sax 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 | $261K | Sell |
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|
2025
Q2 | $413K | Sell |
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2025
Q1 | $593K | Buy |
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|
2024
Q4 | $430K | Sell |
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|
2024
Q3 | $497K | Buy |
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|
2024
Q2 | $431K | Sell |
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|
2024
Q1 | $484K | Sell |
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|
2023
Q4 | $501K | Buy |
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|
2023
Q3 | $453K | Sell |
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|
2023
Q2 | $467K | Buy |
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|
2023
Q1 | $392K | Sell |
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|
2022
Q4 | $393K | Sell |
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|
2022
Q3 | $450K | Sell |
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|
2022
Q2 | $601K | Buy |
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|
2022
Q1 | $539K | Sell |
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|
2021
Q4 | $647K | Sell |
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|
2021
Q3 | $790K | Buy |
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|
2021
Q2 | $586K | Sell |
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|
2021
Q1 | $758K | Sell |
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|
2020
Q4 | $1.02M | Buy |
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