Sullivan, Bruyette, Speros & Blaney’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
2021
Q1
$927K Buy
2020
Q4
$708K Buy
2020
Q3
$707K Sell
2020
Q2
$711K Hold
2020
Q1
$711K Buy
2019
Q4
$479K Sell
2019
Q3
$530K Hold
2019
Q2
$530K Hold
2019
Q1
$526K Hold
2018
Q4
$523K Buy