Wealthquest’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 | $241K | Buy |
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|
2025
Q1 | $235K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $25.1M | Hold |
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|
2021
Q4 | $25.1M | Buy |
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|
2021
Q3 | $23.7M | Buy |
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|
2021
Q2 | $21.2M | Buy |
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|
2021
Q1 | $18.3M | Buy |
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|
2020
Q4 | $16.3M | Buy |
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|
2020
Q3 | $15.2M | Buy |
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|
2020
Q2 | $15M | Buy |
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