Alaska Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,167
| Closed | -$97K | – | 93 |
|
|
2024
Q3 | $97K | Sell |
1,167
-60
| -5% | -$4.99K | 0.01% | 87 |
|
|
2024
Q2 | $100K | Hold |
1,227
| – | – | 0.02% | 81 |
|
|
2024
Q1 | $100K | Sell |
1,227
-64
| -5% | -$5.23K | 0.02% | 81 |
|
|
2023
Q4 | $106K | Hold |
1,291
| – | – | 0.02% | 78 |
|
|
2023
Q3 | $105K | Sell |
1,291
-53
| -4% | -$4.29K | 0.02% | 73 |
|
|
2023
Q2 | $109K | Hold |
1,344
| – | – | 0.02% | 75 |
|
|
2023
Q1 | $110K | Buy |
+1,344
| New | +$110K | 0.02% | 67 |
|