Whittier Trust’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 | $411K | Hold |
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|
2025
Q2 | $412K | Hold |
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|
2025
Q1 | $411K | Sell |
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|
2024
Q4 | $442K | Buy |
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|
2024
Q3 | $328K | Hold |
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|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $372K | Hold |
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|
2023
Q4 | $373K | Sell |
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|
2023
Q3 | $487K | Sell |
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|
2023
Q2 | $528K | Sell |
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|
2023
Q1 | $559K | Sell |
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|
2022
Q4 | $636K | Sell |
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|
2022
Q3 | $650K | Hold |
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|
2022
Q2 | $663K | Sell |
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|
2022
Q1 | $673K | Buy |
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|
2021
Q4 | $506K | Buy |
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|
2021
Q3 | $497K | Sell |
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|
2021
Q2 | $826K | Hold |
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|
2021
Q1 | $827K | Sell |
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|
2020
Q4 | $835K | Hold |
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|
2020
Q3 | $836K | Buy |
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|
2020
Q2 | $545K | Buy |
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|
2020
Q1 | $513K | Sell |
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|
2019
Q4 | $605K | Hold |
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|
2019
Q3 | $606K | Buy |
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|
2019
Q2 | $591K | Buy |
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|
2019
Q1 | $462K | Buy |
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|
2018
Q4 | $446K | Sell |
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|
2018
Q3 | $541K | Hold |
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|
2018
Q2 | $543K | Sell |
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|
2018
Q1 | $781K | Sell |
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|
2017
Q4 | $873K | Buy |
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|
2017
Q3 | $596K | Buy |
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|
2017
Q2 | $521K | Sell |
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|
2017
Q1 | $531K | Buy |
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|
2016
Q4 | $166K | Buy |
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|
2016
Q3 | $84K | Buy |
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|
2016
Q2 | $64K | Hold |
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|
2016
Q1 | $64K | Buy |
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|
2015
Q4 | $48K | Buy |
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|
2015
Q3 | $8K | Hold |
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|
2015
Q2 | $8K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $124K | Hold |
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|
2014
Q1 | $124K | Sell |
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|
2013
Q4 | $164K | Sell |
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|
2013
Q3 | $209K | Hold |
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|
2013
Q2 | $209K | Buy |
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