Baldwin Wealth Partners’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 |
-79
| Closed | -$6.48K | – | 726 |
|
|
2023
Q4 | $6.48K | Hold |
79
| – | – | ﹤0.01% | 608 |
|
|
2023
Q3 | $6.4K | Hold |
79
| – | – | ﹤0.01% | 608 |
|
|
2023
Q2 | $6.41K | Hold |
79
| – | – | ﹤0.01% | 632 |
|
|
2023
Q1 | $6.49K | Buy |
+79
| New | +$6.49K | ﹤0.01% | 657 |
|
|
2022
Q3 | – | Sell |
-51
| Closed | -$4K | – | 699 |
|
|
2022
Q2 | $4K | Buy |
+51
| New | +$4K | ﹤0.01% | 615 |
|
|
2019
Q3 | – | Sell |
-87
| Closed | -$7K | – | 540 |
|
|
2019
Q2 | $7K | Buy |
+87
| New | +$7K | ﹤0.01% | 462 |
|
|
2016
Q2 | – | Sell |
-338
| Closed | -$29K | – | 484 |
|
|
2016
Q1 | $29K | Buy |
+338
| New | +$29K | 0.01% | 335 |
|