TriaGen 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 | $1.79M | Buy |
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|
2025
Q2 | $1.7M | Buy |
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2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $1.41M | Buy |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.29M | Sell |
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|
2023
Q4 | $2.07M | Sell |
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|
2023
Q3 | $2.24M | Buy |
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|
2023
Q2 | $2.1M | Buy |
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|
2023
Q1 | $2.1M | Buy |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $1.7M | Buy |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $227K | Buy |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $226K | Buy |
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