Strategies Wealth 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
Q2
$1.55M Sell
2025
Q1
$1.6M Buy
2024
Q4
$337K Sell
2024
Q3
$2M Buy
2024
Q2
$350K Buy
2024
Q1
$202K Sell
2023
Q4
$210K Buy