TrueWealth 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 | $389K | Hold |
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|
2025
Q2 | $388K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $200K | Sell |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q3 | $220K | Buy |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $267K | Sell |
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|
2021
Q3 | $295K | Sell |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $288K | Sell |
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|
2020
Q4 | $544K | Buy |
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