Affinia Financial 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
Q2 | $879K | Buy |
10,863
+5,708
| +111% | +$462K | 0.61% | 14 |
|
|
2023
Q1 | $423K | Sell |
5,155
-2,577
| -33% | -$211K | 0.31% | 19 |
|
|
2022
Q4 | $630K | Buy |
7,732
+730
| +10% | +$59.5K | 0.54% | 14 |
|
|
2022
Q3 | $568K | Sell |
7,002
-45,547
| -87% | -$3.69M | 0.64% | 11 |
|
|
2022
Q2 | $4.34M | Buy |
52,549
+5,370
| +11% | +$443K | 3.65% | 5 |
|
|
2022
Q1 | $3.92M | Sell |
47,179
-121,744
| -72% | -$10.1M | 3% | 5 |
|
|
2021
Q4 | $14.4M | Buy |
168,923
+5,218
| +3% | +$444K | 9.34% | 5 |
|
|
2021
Q3 | $14.1M | Buy |
163,705
+4,685
| +3% | +$403K | 8.98% | 5 |
|
|
2021
Q2 | $13.7M | Buy |
159,020
+2,751
| +2% | +$237K | 8.27% | 6 |
|
|
2021
Q1 | $13.5M | Buy |
156,269
+13,906
| +10% | +$1.2M | 8.4% | 6 |
|
|
2020
Q4 | $12.3M | Buy |
142,363
+6,347
| +5% | +$548K | 8.55% | 6 |
|
|
2020
Q3 | $11.8M | Buy |
136,016
+15,120
| +13% | +$1.31M | 8.28% | 6 |
|
|
2020
Q2 | $10.5M | Buy |
120,896
+3,405
| +3% | +$295K | 8.64% | 5 |
|
|
2020
Q1 | $10.2M | Buy |
117,491
+20,119
| +21% | +$1.74M | 9.45% | 5 |
|
|
2019
Q4 | $8.24M | Buy |
+97,372
| New | +$8.24M | 5.38% | 4 |
|