Aull & Monroe Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,570
| Closed | -$210K | – | 133 |
|
|
2024
Q1 | $210K | Hold |
2,570
| – | – | 0.1% | 127 |
|
|
2023
Q4 | $211K | Hold |
2,570
| – | – | 0.1% | 125 |
|
|
2023
Q3 | $208K | Hold |
2,570
| – | – | 0.11% | 125 |
|
|
2023
Q2 | $208K | Hold |
2,570
| – | – | 0.1% | 126 |
|
|
2023
Q1 | $211K | Hold |
2,570
| – | – | 0.11% | 126 |
|
|
2022
Q4 | $209K | Hold |
2,570
| – | – | 0.1% | 124 |
|
|
2022
Q3 | $209K | Hold |
2,570
| – | – | 0.11% | 124 |
|
|
2022
Q2 | $213K | Hold |
2,570
| – | – | 0.11% | 123 |
|
|
2022
Q1 | $214K | Hold |
2,570
| – | – | 0.1% | 127 |
|
|
2021
Q4 | $220K | Buy |
2,570
+20
| +0.8% | +$1.71K | 0.1% | 127 |
|
|
2021
Q3 | $220K | Sell |
2,550
-120
| -4% | -$10.4K | 0.11% | 125 |
|
|
2021
Q2 | $230K | Hold |
2,670
| – | – | 0.11% | 126 |
|
|
2021
Q1 | $230K | Hold |
2,670
| – | – | 0.11% | 123 |
|
|
2020
Q4 | $230K | Hold |
2,670
| – | – | 0.12% | 118 |
|
|
2020
Q3 | $231K | Buy |
+2,670
| New | +$231K | 0.14% | 117 |
|
|
2014
Q1 | – | Sell |
-2,420
| Closed | -$204K | – | 115 |
|
|
2013
Q4 | $204K | Hold |
2,420
| – | – | 0.12% | 111 |
|
|
2013
Q3 | $204K | Hold |
2,420
| – | – | 0.13% | 106 |
|
|
2013
Q2 | $204K | Buy |
+2,420
| New | +$204K | 0.14% | 101 |
|