Accel 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
Q4 | – | Sell |
-178
| Closed | -$15K | – | 1088 |
|
|
2022
Q3 | $15K | Hold |
178
| – | – | 0.01% | 638 |
|
|
2022
Q2 | $15K | Hold |
178
| – | – | 0.01% | 613 |
|
|
2022
Q1 | $15K | Sell |
178
-38
| -18% | -$3.2K | 0.01% | 625 |
|
|
2021
Q4 | $18K | Buy |
+216
| New | +$18K | 0.01% | 593 |
|
|
2021
Q3 | – | Sell |
-216
| Closed | -$19K | – | 880 |
|
|
2021
Q2 | $19K | Sell |
216
-3
| -1% | -$264 | 0.01% | 564 |
|
|
2021
Q1 | $19K | Hold |
219
| – | – | 0.02% | 530 |
|
|
2020
Q4 | $19K | Buy |
+219
| New | +$19K | 0.02% | 509 |
|