Wellspring Financial 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 | $1.75M | Sell |
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|
2025
Q2 | $26.4M | Sell |
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|
2025
Q1 | $30.4M | Buy |
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|
2024
Q4 | $14.9M | Buy |
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|
2024
Q3 | $13.7M | Buy |
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|
2024
Q2 | $10.8M | Buy |
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|
2024
Q1 | $9.12M | Buy |
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|
2023
Q4 | $6.98M | Buy |
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|
2023
Q3 | $1.63M | Buy |
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|
2023
Q2 | $1.63M | Buy |
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|
2023
Q1 | $408K | Buy |
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|
2022
Q4 | $333K | Buy |
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