Valmark Advisers’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
Q2 | $256K | Hold |
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|
2025
Q1 | $255K | Sell |
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|
2024
Q4 | $255K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $262K | Sell |
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|
2020
Q3 | $290K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $48.6M | Sell |
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|
2017
Q4 | $55M | Buy |
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|
2017
Q3 | $53.6M | Buy |
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|
2017
Q2 | $52.8M | Buy |
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|
2017
Q1 | $52.3M | Buy |
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|
2016
Q4 | $51.5M | Sell |
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|
2016
Q3 | $52M | Buy |
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|
2016
Q2 | $50.9M | Sell |
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|
2016
Q1 | $56.1M | Sell |
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|
2015
Q4 | $56.5M | Buy |
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|
2015
Q3 | $9.5M | Buy |
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|
2015
Q2 | $8.58M | Buy |
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|
2015
Q1 | $8.21M | Buy |
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|
2014
Q4 | $7.95M | Buy |
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|
2014
Q3 | $7.85M | Buy |
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|
2014
Q2 | $7.8M | Sell |
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|
2014
Q1 | $8.01M | Buy |
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|
2013
Q4 | $7.98M | Sell |
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|
2013
Q3 | $8.8M | Sell |
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|
2013
Q2 | $9.8M | Buy |
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