B&D White Capital Company’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
Q4 | – | Sell |
-125,000
| Closed | -$10.4M | – | 88 |
|
|
2024
Q3 | $10.4M | Buy |
+125,000
| New | +$10.4M | 1.79% | 14 |
|
|
2021
Q4 | – | Sell |
-3,425
| Closed | -$295K | – | 68 |
|
|
2021
Q3 | $295K | Hold |
3,425
| – | – | 0.11% | 68 |
|
|
2021
Q2 | $295K | Hold |
3,425
| – | – | 0.13% | 38 |
|
|
2021
Q1 | $295K | Hold |
3,425
| – | – | 0.16% | 41 |
|
|
2020
Q4 | $295K | Buy |
+3,425
| New | +$295K | 0.17% | 35 |
|