Astoria Strategic Wealth’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
Q1 | – | Sell |
-69,033
| Closed | -$5.6M | – | 32 |
|
|
2022
Q4 | $5.6M | Buy |
69,033
+988
| +1% | +$80.2K | 2.34% | 11 |
|
|
2022
Q3 | $5.53M | Sell |
68,045
-1,068
| -2% | -$86.7K | 2.52% | 9 |
|
|
2022
Q2 | $5.72M | Sell |
69,113
-6,334
| -8% | -$524K | 2.51% | 9 |
|
|
2022
Q1 | $6.29M | Sell |
75,447
-1,589
| -2% | -$132K | 2.47% | 11 |
|
|
2021
Q4 | $6.59M | Sell |
77,036
-4,457
| -5% | -$381K | 2.52% | 9 |
|
|
2021
Q3 | $7.02M | Sell |
81,493
-1,439
| -2% | -$124K | 3.13% | 9 |
|
|
2021
Q2 | $7.15M | Sell |
82,932
-982
| -1% | -$84.7K | 3.27% | 8 |
|
|
2021
Q1 | $7.24M | Buy |
83,914
+3,729
| +5% | +$322K | 3.69% | 8 |
|
|
2020
Q4 | $6.93M | Buy |
80,185
+4,210
| +6% | +$364K | 3.7% | 8 |
|
|
2020
Q3 | $6.57M | Buy |
75,975
+4,948
| +7% | +$428K | 3.82% | 8 |
|
|
2020
Q2 | $6.15M | Buy |
+71,027
| New | +$6.15M | 3.93% | 8 |
|