Apeiron RIA’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
Q1 | – | Sell |
-2,816
| Closed | -$231K | – | 218 |
|
|
2023
Q4 | $231K | Sell |
2,816
-768
| -21% | -$63K | 0.07% | 182 |
|
|
2023
Q3 | $290K | Buy |
3,584
+323
| +10% | +$26.2K | 0.1% | 152 |
|
|
2023
Q2 | $264K | Hold |
3,261
| – | – | 0.09% | 165 |
|
|
2023
Q1 | $268K | Buy |
3,261
+20
| +0.6% | +$1.64K | 0.09% | 167 |
|
|
2022
Q4 | $263K | Buy |
3,241
+46
| +1% | +$3.73K | 0.1% | 159 |
|
|
2022
Q3 | $259K | Sell |
3,195
-33,938
| -91% | -$2.75M | 0.12% | 143 |
|
|
2022
Q2 | $307 | Buy |
37,133
+17,681
| +91% | +$146 | 0.09% | 89 |
|
|
2022
Q1 | $1.62M | Buy |
19,452
+9,866
| +103% | +$821K | 0.77% | 31 |
|
|
2021
Q4 | $820K | Buy |
+9,586
| New | +$820K | 0.34% | 60 |
|