Antonetti Capital Management’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
Q3 | $471K | Sell |
5,820
-1,920
| -25% | -$155K | 0.74% | 22 |
|
|
2023
Q2 | $628K | Sell |
7,740
-200
| -3% | -$16.2K | 0.9% | 16 |
|
|
2023
Q1 | $652K | Hold |
7,940
| – | – | 0.95% | 16 |
|
|
2022
Q4 | $644K | Sell |
7,940
-4,200
| -35% | -$341K | 0.88% | 19 |
|
|
2022
Q3 | $986K | Hold |
12,140
| – | – | 1.14% | 16 |
|
|
2022
Q2 | $1.01M | Sell |
12,140
-1,500
| -11% | -$124K | 1.06% | 16 |
|
|
2022
Q1 | $1.14M | Buy |
13,640
+1,200
| +10% | +$100K | 1.07% | 18 |
|
|
2021
Q4 | $1.06M | Sell |
12,440
-2,832
| -19% | -$242K | 0.83% | 22 |
|
|
2021
Q3 | $1.32M | Buy |
+15,272
| New | +$1.32M | 1.07% | 20 |
|
|
2014
Q3 | $1.91M | Sell |
22,537
-14,078
| -38% | -$1.19M | 3.34% | 10 |
|
|
2014
Q2 | $3.1M | Buy |
36,615
+434
| +1% | +$36.7K | 2.42% | 15 |
|
|
2014
Q1 | $3.06M | Buy |
36,181
+31,918
| +749% | +$2.7M | 2.67% | 14 |
|
|
2013
Q4 | $360K | Sell |
4,263
-222
| -5% | -$18.7K | 0.33% | 36 |
|
|
2013
Q3 | $379K | Buy |
4,485
+788
| +21% | +$66.6K | 0.38% | 40 |
|
|
2013
Q2 | $312K | Buy |
+3,697
| New | +$312K | 0.34% | 49 |
|