Sequoia Financial 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 | $2.05M | Sell |
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|
2025
Q2 | $2.14M | Sell |
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|
2025
Q1 | $2.19M | Sell |
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|
2024
Q4 | $2.38M | Sell |
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|
2024
Q3 | $2.89M | Sell |
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|
2024
Q2 | $13.3M | Sell |
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|
2024
Q1 | $15M | Buy |
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|
2023
Q4 | $3.55M | Buy |
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|
2023
Q3 | $912K | Sell |
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|
2023
Q2 | $920K | Buy |
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|
2023
Q1 | $931K | Buy |
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|
2022
Q4 | $682K | Buy |
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|
2022
Q3 | $499K | Sell |
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|
2022
Q2 | $672K | Buy |
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|
2022
Q1 | $426K | Sell |
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|
2021
Q4 | $479K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $320K | Buy |
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|
2020
Q4 | $312K | Hold |
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|
2020
Q3 | $312K | Buy |
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