Acorn Financial Advisory Services’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 |
-5,315
| Closed | -$430K | – | 251 |
|
|
2023
Q3 | $430K | Sell |
5,315
-475
| -8% | -$38.4K | 0.08% | 148 |
|
|
2023
Q2 | $469K | Buy |
5,790
+1
| +0% | +$81 | 0.08% | 140 |
|
|
2023
Q1 | $476K | Sell |
5,789
-784
| -12% | -$64.4K | 0.09% | 126 |
|
|
2022
Q4 | $534K | Buy |
6,573
+518
| +9% | +$42K | 0.11% | 113 |
|
|
2022
Q3 | $492K | Buy |
+6,055
| New | +$492K | 0.12% | 122 |
|