Simon Quick 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 | $873K | Buy |
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2025
Q2 | $868K | Buy |
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2025
Q1 | $864K | Buy |
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|
2024
Q4 | $849K | Buy |
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|
2024
Q3 | $858K | Buy |
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|
2024
Q2 | $800K | Hold |
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|
2024
Q1 | $801K | Sell |
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|
2023
Q4 | $900K | Buy |
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|
2023
Q3 | $840K | Buy |
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|
2023
Q2 | $840K | Sell |
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|
2023
Q1 | $870K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $31K | Hold |
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|
2020
Q4 | $32K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $4K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $6.27K | Buy |
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