Bedel Financial Consulting’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-159
| Closed | -$13K | – | 764 |
|
|
2022
Q1 | $13K | Hold |
159
| – | – | ﹤0.01% | 621 |
|
|
2021
Q4 | $14K | Sell |
159
-25
| -14% | -$2.2K | ﹤0.01% | 633 |
|
|
2021
Q3 | $16K | Buy |
184
+25
| +16% | +$2.17K | 0.01% | 589 |
|
|
2021
Q2 | $14K | Hold |
159
| – | – | ﹤0.01% | 616 |
|
|
2021
Q1 | $14K | Hold |
159
| – | – | 0.01% | 582 |
|
|
2020
Q4 | $14K | Sell |
159
-32
| -17% | -$2.82K | 0.01% | 505 |
|
|
2020
Q3 | $17K | Hold |
191
| – | – | 0.01% | 447 |
|
|
2020
Q2 | $17K | Hold |
191
| – | – | 0.01% | 427 |
|
|
2020
Q1 | $17K | Buy |
191
+90
| +89% | +$8.01K | 0.01% | 406 |
|
|
2019
Q4 | $9K | Hold |
101
| – | – | 0.01% | 527 |
|
|
2019
Q3 | $9K | Hold |
101
| – | – | 0.01% | 505 |
|
|
2019
Q2 | $9K | Hold |
101
| – | – | 0.01% | 510 |
|
|
2019
Q1 | $8K | Hold |
101
| – | – | 0.01% | 525 |
|
|
2018
Q4 | $8K | Hold |
101
| – | – | 0.01% | 495 |
|
|
2018
Q3 | $8K | Hold |
101
| – | – | 0.01% | 510 |
|
|
2018
Q2 | $8K | Hold |
101
| – | – | 0.01% | 508 |
|
|
2018
Q1 | $8K | Buy |
+101
| New | +$8K | 0.01% | 502 |
|