Whitegate Investment Counselors’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 | $755K | Sell |
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|
2025
Q2 | $796K | Sell |
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|
2025
Q1 | $922K | Sell |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.18M | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.55M | Sell |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $2.46M | Sell |
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|
2023
Q1 | $2.57M | Sell |
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|
2022
Q4 | $2.61M | Sell |
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|
2022
Q3 | $3.11M | Sell |
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|
2022
Q2 | $3.27M | Sell |
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|
2022
Q1 | $3.76M | Sell |
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|
2021
Q4 | $3.97M | Sell |
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|
2021
Q3 | $6.98M | Sell |
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|
2021
Q2 | $10.1M | Sell |
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|
2021
Q1 | $10.7M | Sell |
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|
2020
Q4 | $10.8M | Sell |
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|
2020
Q3 | $11.6M | Sell |
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|
2020
Q2 | $11.9M | Buy |
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|
2020
Q1 | $9.98M | Buy |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $1.03M | Sell |
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|
2019
Q2 | $3.46M | Buy |
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|
2019
Q1 | $3.38M | Buy |
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|
2018
Q4 | $2.07M | Sell |
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|
2018
Q3 | $2.11M | Sell |
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|
2018
Q2 | $4.37M | Buy |
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|
2018
Q1 | $2.11M | Buy |
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|
2017
Q4 | $1.07M | Buy |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $1.05M | Buy |
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|
2017
Q1 | $901K | Buy |
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|
2016
Q4 | $679K | Sell |
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|
2016
Q3 | $1.09M | Buy |
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|
2016
Q2 | $488K | Buy |
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|
2014
Q1 | $443K | Buy |
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