WJ 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
Q3 | $1.93M | Sell |
|
|||||
|
2025
Q2 | $18.7M | Buy |
|
|||||
|
2025
Q1 | $995K | Hold |
|
|||||
|
2024
Q4 | $986K | Hold |
|
|||||
|
2024
Q3 | $1M | Sell |
|
|||||
|
2024
Q2 | $6.51M | Sell |
|
|||||
|
2024
Q1 | $8.54M | Sell |
|
|||||
|
2023
Q4 | $10.3M | Sell |
|
|||||
|
2023
Q3 | $10.9M | Sell |
|
|||||
|
2023
Q2 | $14.5M | Buy |
|
|||||
|
2023
Q1 | $11.9M | Buy |
|
|||||
|
2022
Q4 | $227K | Buy |
|