Union Savings Bank’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.9K | Sell |
544
-475
| -47% | -$39.2K | 0.02% | 217 |
|
|
2025
Q1 | $84.3K | Hold |
1,019
| – | – | 0.04% | 195 |
|
|
2024
Q4 | $83.5K | Sell |
1,019
-1,250
| -55% | -$102K | 0.04% | 192 |
|
|
2024
Q3 | $189K | Hold |
2,269
| – | – | 0.09% | 133 |
|
|
2024
Q2 | $185K | Hold |
2,269
| – | – | 0.1% | 129 |
|
|
2024
Q1 | $186K | Hold |
2,269
| – | – | 0.1% | 128 |
|
|
2023
Q4 | $186K | Hold |
2,269
| – | – | 0.11% | 127 |
|
|
2023
Q3 | $184K | Hold |
2,269
| – | – | 0.11% | 127 |
|
|
2023
Q2 | $184K | Buy |
+2,269
| New | +$184K | 0.11% | 128 |
|