BHWA
Beacon Harbor Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-140,340
| Closed | -$11.5M | – | 89 |
|
|
2023
Q4 | $11.5M | Buy |
+140,340
| New | +$11.5M | 3.35% | 4 |
|
|
2023
Q2 | – | Sell |
-208,240
| Closed | -$17.1M | – | 83 |
|
|
2023
Q1 | $17.1M | Buy |
208,240
+7,883
| +4% | +$648K | 5.97% | 2 |
|
|
2022
Q4 | $16.3M | Buy |
+200,357
| New | +$16.3M | 5.53% | 1 |
|
|
2022
Q2 | $13.1M | Buy |
+158,450
| New | +$13.1M | 4.62% | 1 |
|
|
2019
Q3 | – | Sell |
-4,312
| Closed | -$366K | – | 61 |
|
|
2019
Q2 | $366K | Buy |
+4,312
| New | +$366K | 0.34% | 37 |
|