Amplius 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,765
| Closed | -$227K | – | 177 |
|
|
2023
Q1 | $227K | Buy |
+2,765
| New | +$227K | 0.03% | 147 |
|
|
2022
Q4 | – | Sell |
-65,714
| Closed | -$5.34M | – | 186 |
|
|
2022
Q3 | $5.34M | Sell |
65,714
-34,105
| -34% | -$2.77M | 0.95% | 24 |
|
|
2022
Q2 | $8.26M | Buy |
+99,819
| New | +$8.26M | 1.34% | 23 |
|
|
2022
Q1 | – | Sell |
-13,440
| Closed | -$1.15M | – | 767 |
|
|
2021
Q4 | $1.15M | Buy |
+13,440
| New | +$1.15M | 0.16% | 62 |
|