Baystate Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.79M | Sell |
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|
2023
Q3 | $5.74M | Sell |
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|
2023
Q2 | $7.8M | Buy |
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|
2023
Q1 | $7.57M | Buy |
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|
2022
Q4 | $7.25M | Buy |
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|
2022
Q3 | $6.69M | Buy |
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|
2022
Q2 | $6.67M | Sell |
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|
2022
Q1 | $7.04M | Sell |
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|
2021
Q4 | $7.25M | Sell |
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|
2021
Q3 | $7.6M | Buy |
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|
2021
Q2 | $7.46M | Sell |
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|
2021
Q1 | $7.55M | Sell |
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|
2020
Q4 | $8.21M | Sell |
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|
2020
Q3 | $8.31M | Buy |
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|
2020
Q2 | $7.72M | Buy |
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|
2020
Q1 | $7.5M | Sell |
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|
2019
Q4 | $7.78M | Buy |
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|
2019
Q3 | $7.51M | Buy |
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|
2019
Q2 | $7.21M | Buy |
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|
2019
Q1 | $7.03M | Buy |
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|
2018
Q4 | $723K | Sell |
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|
2018
Q3 | $919K | Buy |
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|
2018
Q2 | $918K | Buy |
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|
2018
Q1 | $916K | Buy |
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|
2017
Q4 | $918K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $391K | Hold |
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|
2015
Q1 | $391K | Sell |
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|
2014
Q4 | $450K | Hold |
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|
2014
Q3 | $451K | Sell |
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|
2014
Q2 | $452K | Hold |
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|
2014
Q1 | $451K | Sell |
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|
2013
Q4 | $700K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $699K | Buy |
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