WT 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
2024
Q3
Sell
2024
Q2
$8.04M Sell
2024
Q1
$10.6M Buy
2023
Q4
$8.71M Buy
2023
Q3
$500K Sell
2023
Q2
$968K Sell
2023
Q1
$3.54M Buy
2022
Q4
$1.81M Buy
2022
Q3
$1.17M Sell
2022
Q2
$1.23M Buy
2022
Q1
$734K Sell
2021
Q4
$1.03M Sell
2021
Q3
$1.04M Sell
2021
Q2
$1.09M Sell
2021
Q1
$1.44M Sell
2020
Q4
$1.63M Buy
2020
Q3
$318K Buy