Benedetti & Gucer’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
$13.2M Buy
160,974
+33,229
+26% +$2.72M 6.54% 2
2023
Q4
$10.5M Sell
127,745
-41,503
-25% -$3.4M 5.49% 2
2023
Q3
$13.7M Buy
169,248
+32,307
+24% +$2.62M 7.5% 2
2023
Q2
$11.1M Buy
136,941
+37,007
+37% +$3M 5.71% 2
2023
Q1
$8.21M Buy
99,934
+75,105
+302% +$6.17M 4.71% 3
2022
Q4
$2.02M Buy
+24,829
New +$2.02M 1.47% 14