TRUE Private Wealth Advisors’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 | $1.76M | Sell |
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|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $1.81M | Sell |
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|
2024
Q3 | $3.72M | Sell |
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|
2024
Q2 | $7.28M | Sell |
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|
2024
Q1 | $8.92M | Sell |
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|
2023
Q4 | $11.2M | Sell |
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|
2023
Q3 | $44.3M | Sell |
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|
2023
Q2 | $64.1M | Sell |
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|
2023
Q1 | $76.6M | Sell |
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|
2022
Q4 | $129M | Sell |
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|
2022
Q3 | $156M | Buy |
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|
2022
Q2 | $82M | Buy |
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|
2022
Q1 | $64.6M | Buy |
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|
2021
Q4 | $805K | Sell |
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|
2021
Q3 | $914K | Hold |
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|
2021
Q2 | $914K | Sell |
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|
2021
Q1 | $944K | Sell |
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|
2020
Q4 | $1.33M | Sell |
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|
2020
Q3 | $2M | Sell |
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|
2020
Q2 | $44.1M | Sell |
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|
2020
Q1 | $45.1M | Sell |
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|
2019
Q4 | $90.7M | Sell |
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|
2019
Q3 | $93.1M | Sell |
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|
2019
Q2 | $93.4M | Sell |
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|
2019
Q1 | $109M | Buy |
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|
2018
Q4 | $94.7M | Buy |
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|
2018
Q3 | $858K | Sell |
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|
2018
Q2 | $864K | Sell |
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|
2018
Q1 | $1.14M | Sell |
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|
2017
Q4 | $1.67M | Sell |
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|
2017
Q3 | $3.94M | Sell |
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|
2017
Q2 | $4.21M | Buy |
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|
2017
Q1 | $1.77M | Sell |
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|
2016
Q4 | $1.78M | Sell |
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|
2016
Q3 | $3.42M | Buy |
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|
2016
Q2 | $2.52M | Sell |
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|
2016
Q1 | $23.1M | Buy |
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|
2015
Q4 | $18.7M | Buy |
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