Topel & Distasi Wealth Management’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 | $3.45M | Sell |
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|
2025
Q1 | $3.69M | Sell |
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|
2024
Q4 | $3.7M | Buy |
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|
2024
Q3 | $3.71M | Buy |
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|
2024
Q2 | $3.58M | Sell |
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|
2024
Q1 | $3.6M | Sell |
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|
2023
Q4 | $3.61M | Buy |
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|
2023
Q3 | $3.48M | Sell |
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|
2023
Q2 | $3.56M | Buy |
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|
2023
Q1 | $3.6M | Buy |
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|
2022
Q4 | $3.55M | Buy |
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|
2022
Q3 | $3.29M | Sell |
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|
2022
Q2 | $3.36M | Sell |
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|
2022
Q1 | $10.4M | Buy |
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|
2021
Q4 | $10.6M | Buy |
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