Ategra 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
Q1 | – | Sell |
-2,901
| Closed | -$235K | – | 99 |
|
|
2022
Q4 | $235K | Hold |
2,901
| – | – | 0.12% | 83 |
|
|
2022
Q3 | $236K | Sell |
2,901
-479
| -14% | -$38.9K | 0.12% | 83 |
|
|
2022
Q2 | $280K | Hold |
3,380
| – | – | 0.14% | 81 |
|
|
2022
Q1 | $282K | Sell |
3,380
-545
| -14% | -$45.4K | 0.12% | 90 |
|
|
2021
Q4 | $336K | Buy |
+3,925
| New | +$336K | 0.15% | 85 |
|