SDWMA
SHY icon

Schneider Downs Wealth Management Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,720
Closed -$223K 142
2023
Q4
$223K Buy
+2,720
New +$223K 0.06% 106