Abacus Planning Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-4,745
| Closed | -$384K | – | 209 |
|
2023
Q3 | $384K | Sell |
4,745
-91
| -2% | -$7.37K | 0.09% | 119 |
|
2023
Q2 | $392K | Sell |
4,836
-91
| -2% | -$7.38K | 0.09% | 119 |
|
2023
Q1 | $405K | Sell |
4,927
-328
| -6% | -$26.9K | 0.1% | 113 |
|
2022
Q4 | $427K | Buy |
5,255
+69
| +1% | +$5.6K | 0.12% | 110 |
|
2022
Q3 | $421K | Buy |
+5,186
| New | +$421K | 0.13% | 105 |
|