Schwarz Dygos Wheeler Investment 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
Q2 | $307K | Buy |
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|
2025
Q1 | $292K | Sell |
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|
2024
Q4 | $328K | Buy |
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|
2024
Q3 | $303K | Sell |
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|
2024
Q2 | $347K | Sell |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $451K | Sell |
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|
2023
Q3 | $510K | Buy |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $465K | Buy |
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|
2022
Q4 | $205K | Buy |
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