Transform Wealth’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
Q1 | $3.54M | Sell |
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2024
Q4 | $3.55M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $645K | Sell |
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|
2022
Q2 | $679K | Sell |
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|
2022
Q1 | $789K | Sell |
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|
2021
Q4 | $866K | Buy |
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|
2021
Q3 | $867K | Buy |
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|
2021
Q2 | $480K | Buy |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $296K | Sell |
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|
2020
Q3 | $298K | Sell |
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|
2020
Q2 | $431K | Sell |
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|
2020
Q1 | $448K | Buy |
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|
2019
Q4 | $204K | Sell |
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|
2019
Q3 | $208K | Sell |
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|
2019
Q2 | $468K | Buy |
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