Sovereign Financial 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
Q3 | $334K | Buy |
|
|||||
|
2025
Q2 | $288K | Buy |
|
|||||
|
2025
Q1 | $222K | Buy |
|
|||||
|
2024
Q4 | $219K | Sell |
|
|||||
|
2024
Q3 | $299K | Buy |
|
|||||
|
2024
Q2 | $293K | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $327K | Sell |
|
|||||
|
2023
Q2 | $330K | Sell |
|
|||||
|
2023
Q1 | $403K | Sell |
|
|||||
|
2022
Q4 | $408K | Buy |
|
|||||
|
2022
Q3 | $310K | Buy |
|
|||||
|
2022
Q2 | $315K | Buy |
|
|||||
|
2022
Q1 | $294K | Hold |
|
|||||
|
2021
Q4 | $302K | Buy |
|
|||||
|
2021
Q3 | $303K | Buy |
|
|||||
|
2021
Q2 | $303K | Hold |
|
|||||
|
2021
Q1 | $303K | Buy |
|
|||||
|
2020
Q4 | $264K | Buy |
|