Values First 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 | $6.84M | Buy |
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2025
Q2 | $6.61M | Buy |
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2025
Q1 | $6.56M | Sell |
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|
2024
Q4 | $6.62M | Buy |
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|
2024
Q3 | $4.39M | Buy |
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|
2024
Q2 | $3.08M | Buy |
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|
2024
Q1 | $2.95M | Buy |
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|
2023
Q4 | $2.75M | Buy |
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|
2023
Q3 | $1.71M | Buy |
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|
2023
Q2 | $1.65M | Buy |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $3.09M | Buy |
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|
2022
Q2 | $3.12M | Buy |
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|
2022
Q1 | $1.65M | Buy |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $1.42M | Buy |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.22M | Buy |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $1.04M | Sell |
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|
2019
Q4 | $1.11M | Buy |
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