Bickling Financial Services’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 |
-2,949
| Closed | -$246K | – | 131 |
|
|
2022
Q1 | $246K | Sell |
2,949
-550
| -16% | -$45.9K | 0.13% | 114 |
|
|
2021
Q4 | $299K | Sell |
3,499
-1,089
| -24% | -$93.1K | 0.15% | 102 |
|
|
2021
Q3 | $395K | Sell |
4,588
-419
| -8% | -$36.1K | 0.2% | 78 |
|
|
2021
Q2 | $431K | Sell |
5,007
-3,462
| -41% | -$298K | 0.19% | 74 |
|
|
2021
Q1 | $730K | Sell |
8,469
-665
| -7% | -$57.3K | 0.37% | 52 |
|
|
2020
Q4 | $789K | Buy |
+9,134
| New | +$789K | 0.49% | 42 |
|