TruWealth 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 | $225K | Buy |
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|
2025
Q2 | $213K | Buy |
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|
2025
Q1 | $209K | Sell |
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|
2024
Q4 | $243K | Sell |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $634K | Sell |
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|
2023
Q3 | $3.96M | Sell |
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|
2023
Q2 | $4M | Buy |
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|
2023
Q1 | $3.75M | Buy |
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|
2022
Q4 | $3.51M | Buy |
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|
2022
Q3 | $3.16M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $287K | Sell |
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|
2021
Q4 | $378K | Sell |
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|
2021
Q3 | $388K | Buy |
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|
2021
Q2 | $250K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $285K | Buy |
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