Barber Financial Group’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 | $1.3M | Sell |
15,806
-3,032
| -16% | -$249K | 0.23% | 40 |
|
|
2022
Q4 | $1.53M | Buy |
18,838
+4,278
| +29% | +$347K | 0.42% | 38 |
|
|
2022
Q3 | $1.18M | Buy |
14,560
+9,567
| +192% | +$777K | 0.34% | 39 |
|
|
2022
Q2 | $413K | Buy |
+4,993
| New | +$413K | 0.07% | 82 |
|
|
2021
Q2 | – | Sell |
-3,907
| Closed | -$337K | – | 163 |
|
|
2021
Q1 | $337K | Sell |
3,907
-25
| -0.6% | -$2.16K | 0.05% | 103 |
|
|
2020
Q4 | $340K | Sell |
3,932
-140
| -3% | -$12.1K | 0.06% | 102 |
|
|
2020
Q3 | $352K | Sell |
4,072
-331
| -8% | -$28.6K | 0.08% | 91 |
|
|
2020
Q2 | $381K | Buy |
+4,403
| New | +$381K | 0.09% | 82 |
|