BerganKDV 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
Q2 | $1.49M | Sell |
|
|||||
|
2023
Q1 | $1.62M | Sell |
|
|||||
|
2022
Q4 | $16.9M | Buy |
|
|||||
|
2022
Q3 | $1.75M | Buy |
|
|||||
|
2022
Q2 | $1.68M | Sell |
|
|||||
|
2022
Q1 | $1.86M | Buy |
|
|||||
|
2021
Q4 | $1.77M | Sell |
|
|||||
|
2021
Q3 | $1.85M | Buy |
|
|||||
|
2021
Q2 | $1.71M | Sell |
|
|||||
|
2021
Q1 | $1.78M | Buy |
|
|||||
|
2020
Q4 | $1.66M | Sell |
|
|||||
|
2020
Q3 | $1.7M | Buy |
|
|||||
|
2020
Q2 | $1.65M | Buy |
|
|||||
|
2020
Q1 | $1.27M | Sell |
|
|||||
|
2019
Q4 | $1.79M | Buy |
|
|||||
|
2019
Q3 | $1.43M | Buy |
|
|||||
|
2019
Q2 | $1.1M | Buy |
|
|||||
|
2019
Q1 | $1.03M | Buy |
|
|||||
|
2018
Q4 | $703K | Buy |
|
|||||
|
2018
Q3 | $248K | Buy |
|
|||||
|
2018
Q2 | $41K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $208K | Buy |
|