Windward Private Wealth Management’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 | $383K | Sell |
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|
2025
Q1 | $386K | Hold |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $396K | Sell |
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|
2024
Q2 | $477K | Sell |
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|
2024
Q1 | $492K | Sell |
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|
2023
Q4 | $535K | Sell |
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|
2023
Q3 | $589K | Buy |
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|
2023
Q2 | $582K | Sell |
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|
2023
Q1 | $637K | Sell |
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|
2022
Q4 | $682K | Sell |
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|
2022
Q3 | $892K | Buy |
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|
2022
Q2 | $707K | Sell |
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|
2022
Q1 | $1.82M | Sell |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.86M | Sell |
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|
2021
Q2 | $1.93M | Sell |
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|
2021
Q1 | $2.17M | Sell |
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|
2020
Q4 | $2.44M | Buy |
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