ACG Wealth’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
Q3 | – | Sell |
-2,362
| Closed | -$196K | – | 874 |
|
|
2022
Q2 | $196K | Buy |
+2,362
| New | +$196K | 0.04% | 249 |
|
|
2015
Q4 | – | Sell |
-2,362
| Closed | -$201K | – | 235 |
|
|
2015
Q3 | $201K | Buy |
+2,362
| New | +$201K | 0.05% | 185 |
|
|
2015
Q2 | – | Sell |
-4,527
| Closed | -$384K | – | 215 |
|
|
2015
Q1 | $384K | Buy |
4,527
+71
| +2% | +$6.02K | 0.1% | 146 |
|
|
2014
Q4 | $376K | Buy |
4,456
+106
| +2% | +$8.94K | 0.1% | 146 |
|
|
2014
Q3 | $368K | Sell |
4,350
-800
| -16% | -$67.7K | 0.1% | 145 |
|
|
2014
Q2 | $435K | Buy |
5,150
+1,150
| +29% | +$97.1K | 0.08% | 141 |
|
|
2014
Q1 | $338K | Sell |
4,000
-350
| -8% | -$29.6K | 0.1% | 141 |
|
|
2013
Q4 | $367K | Buy |
+4,350
| New | +$367K | 0.09% | 131 |
|