9258 Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,247
| Closed | -$449K | – | 379 |
|
|
2021
Q4 | $449K | Sell |
5,247
-1,295
| -20% | -$111K | 0.1% | 211 |
|
|
2021
Q3 | $564K | Hold |
6,542
| – | – | 0.15% | 151 |
|
|
2021
Q2 | $564K | Buy |
6,542
+81
| +1% | +$6.98K | 0.15% | 147 |
|
|
2021
Q1 | $557K | Buy |
6,461
+126
| +2% | +$10.9K | 0.17% | 143 |
|
|
2020
Q4 | $547K | Hold |
6,335
| – | – | 0.18% | 139 |
|
|
2020
Q3 | $548K | Buy |
6,335
+1,733
| +38% | +$150K | 0.21% | 127 |
|
|
2020
Q2 | $399K | Buy |
4,602
+1,270
| +38% | +$110K | 0.16% | 159 |
|
|
2020
Q1 | $289K | Buy |
+3,332
| New | +$289K | 0.13% | 192 |
|