Summit Financial’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
$485K Sell
2025
Q1
$487K Buy
2024
Q4
$323K Sell
2024
Q3
$506K Sell
2024
Q2
$617K Buy
2024
Q1
$474K Buy
2023
Q4
$229K Sell
2023
Q3
$1.98M Buy
2023
Q2
$1.68M Buy
2023
Q1
$1.05M Buy