WBH Advisory’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
2026
Q1
$531K Buy
2023
Q4
Sell
2023
Q3
$202K Sell
2023
Q2
$338K Sell
2023
Q1
$664K Buy
2022
Q3
Sell
2022
Q2
$552K Sell
2022
Q1
$1.02M Buy
2021
Q4
$587K Buy