Winch Advisory Services’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 | $3.46M | Buy |
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2025
Q1 | $3.43M | Sell |
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|
2024
Q4 | $3.41M | Sell |
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|
2024
Q3 | $3.52M | Sell |
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|
2024
Q2 | $3.54M | Buy |
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|
2024
Q1 | $3.51M | Sell |
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|
2023
Q4 | $3.64M | Sell |
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|
2023
Q3 | $3.75M | Sell |
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|
2023
Q2 | $3.92M | Sell |
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|
2023
Q1 | $4.19M | Sell |
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|
2022
Q4 | $4.34M | Sell |
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|
2022
Q3 | $4.75M | Sell |
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|
2022
Q2 | $5.03M | Sell |
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|
2022
Q1 | $5.33M | Sell |
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|
2021
Q4 | $5.84M | Sell |
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|
2021
Q3 | $7.04M | Sell |
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|
2021
Q2 | $9.03M | Sell |
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|
2021
Q1 | $9.98M | Sell |
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|
2020
Q4 | $13.9M | Sell |
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|
2020
Q3 | $15.7M | Sell |
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|
2020
Q2 | $16.8M | Sell |
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|
2020
Q1 | $27.9M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $5.06M | Sell |
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|
2016
Q2 | $5.09M | Buy |
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|
2016
Q1 | $5.08M | Hold |
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|
2015
Q4 | $5.04M | Buy |
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|
2015
Q3 | $2.5M | Buy |
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|
2015
Q2 | $283K | Buy |
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