Sound View Wealth Advisors Group’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 | $821K | Sell |
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|
2025
Q1 | $822K | Sell |
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|
2024
Q4 | $820K | Hold |
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|
2024
Q3 | $832K | Buy |
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|
2024
Q2 | $812K | Sell |
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|
2024
Q1 | $814K | Sell |
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|
2023
Q4 | $819K | Hold |
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|
2023
Q3 | $808K | Buy |
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|
2023
Q2 | $807K | Hold |
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|
2023
Q1 | $818K | Sell |
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|
2022
Q4 | $819K | Buy |
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