Wescott Financial Advisory Group’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 | $2.83M | Sell |
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|
2025
Q1 | $2.84M | Buy |
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|
2024
Q4 | $2.7M | Buy |
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|
2024
Q3 | $2.44M | Buy |
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|
2024
Q2 | $2.25M | Buy |
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|
2024
Q1 | $2.12M | Buy |
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|
2023
Q4 | $2.12M | Sell |
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|
2023
Q3 | $2.6M | Buy |
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|
2023
Q2 | $2.43M | Buy |
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|
2023
Q1 | $2.43M | Buy |
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|
2022
Q4 | $1.88M | Sell |
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|
2022
Q3 | $1.98M | Buy |
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|
2022
Q2 | $1.68M | Buy |
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $2.18M | Sell |
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|
2021
Q3 | $2.33M | Sell |
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|
2021
Q2 | $2.4M | Sell |
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|
2021
Q1 | $3.08M | Sell |
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|
2020
Q4 | $3.51M | Buy |
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