Steward Partners Investment Advisory’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 | $147M | Buy |
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|
2025
Q2 | $12.1M | Sell |
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|
2025
Q1 | $12.5M | Buy |
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|
2024
Q4 | $3.35M | Sell |
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|
2024
Q3 | $3.74M | Sell |
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|
2024
Q2 | $4.01M | Sell |
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|
2024
Q1 | $5.05M | Buy |
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|
2023
Q4 | $3M | Buy |
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|
2023
Q3 | $2.78M | Sell |
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|
2023
Q2 | $3.05M | Sell |
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|
2023
Q1 | $4.74M | Sell |
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|
2022
Q4 | $6.19M | Buy |
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|
2022
Q3 | $1.58M | Sell |
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|
2022
Q2 | $8.17M | Buy |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.99M | Sell |
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|
2021
Q3 | $2.19M | Buy |
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|
2021
Q2 | $2.16M | Sell |
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|
2021
Q1 | $2.39M | Buy |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $1.67M | Sell |
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|
2020
Q2 | $1.74M | Hold |
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|
2020
Q1 | $1.74M | Buy |
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|
2019
Q4 | $1.25M | Buy |
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|
2019
Q3 | $968K | Buy |
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|
2019
Q2 | $740K | Buy |
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|
2019
Q1 | $380K | Buy |
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|
2018
Q4 | $245K | Sell |
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|
2018
Q3 | $278K | Buy |
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|
2018
Q2 | $227K | Sell |
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|
2018
Q1 | $371K | Buy |
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|
2017
Q4 | $333K | Sell |
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|
2017
Q3 | $388K | Sell |
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|
2017
Q2 | $401K | Buy |
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|
2017
Q1 | $393K | Buy |
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