WealthPlan Investment Management’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 | – | Sell |
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|
2025
Q2 | $424K | Buy |
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|
2025
Q1 | $408K | Hold |
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|
2024
Q4 | $404K | Hold |
|
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|
2024
Q3 | $410K | Hold |
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|
2024
Q2 | $403K | Hold |
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|
2024
Q1 | $403K | Hold |
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|
2023
Q4 | $405K | Hold |
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|
2023
Q3 | $399K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $405K | Sell |
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|
2022
Q4 | $451K | Buy |
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|
2022
Q3 | $447K | Buy |
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