Tower View 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
Q3 | $130K | Sell |
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|
2025
Q2 | $184K | Buy |
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|
2025
Q1 | $183K | Buy |
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|
2024
Q4 | $180K | Sell |
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|
2024
Q3 | $199K | Buy |
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|
2024
Q2 | $194K | Buy |
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|
2024
Q1 | $192K | Sell |
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|
2023
Q4 | $195K | Buy |
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|
2023
Q3 | $190K | Sell |
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|
2023
Q2 | $373K | Sell |
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|
2023
Q1 | $387K | Buy |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $406K | Buy |
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|
2022
Q2 | $410K | Sell |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $428K | Sell |
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|
2021
Q3 | $465K | Sell |
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|
2021
Q2 | $474K | Buy |
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|
2021
Q1 | $474K | Sell |
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|
2020
Q4 | $571K | Sell |
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|
2020
Q3 | $594K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $614K | Sell |
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|
2019
Q4 | $612K | Sell |
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|
2019
Q3 | $625K | Sell |
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|
2019
Q2 | $647K | Sell |
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|
2019
Q1 | $658K | Buy |
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|
2018
Q4 | $633K | Buy |
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|
2018
Q3 | $621K | Hold |
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|
2018
Q2 | $624K | Sell |
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|
2018
Q1 | $634K | Buy |
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|
2017
Q4 | $542K | Buy |
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