Sound View Wealth Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Sell |
9,914
-25
| -0.3% | -$2.07K | 0.06% | 210 |
|
|
2025
Q1 | $822K | Sell |
9,939
-61
| -0.6% | -$5.05K | 0.07% | 201 |
|
|
2024
Q4 | $820K | Hold |
10,000
| – | – | 0.07% | 205 |
|
|
2024
Q3 | $832K | Buy |
10,000
+61
| +0.6% | +$5.07K | 0.07% | 202 |
|
|
2024
Q2 | $812K | Sell |
9,939
-15
| -0.2% | -$1.23K | 0.08% | 178 |
|
|
2024
Q1 | $814K | Sell |
9,954
-25
| -0.3% | -$2.04K | 0.09% | 186 |
|
|
2023
Q4 | $819K | Hold |
9,979
| – | – | 0.09% | 182 |
|
|
2023
Q3 | $808K | Buy |
9,979
+25
| +0.3% | +$2.02K | 0.1% | 166 |
|
|
2023
Q2 | $807K | Hold |
9,954
| – | – | 0.11% | 172 |
|
|
2023
Q1 | $818K | Sell |
9,954
-25
| -0.3% | -$2.05K | 0.11% | 168 |
|
|
2022
Q4 | $819K | Buy |
+9,979
| New | +$819K | 0.09% | 182 |
|