Blue Chip Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,481
| Closed | -$201K | – | 188 |
|
|
2023
Q2 | $201K | Sell |
2,481
-1,147
| -32% | -$93K | 0.02% | 145 |
|
|
2023
Q1 | $298K | Buy |
+3,628
| New | +$298K | 0.04% | 117 |
|
|
2022
Q1 | – | Sell |
-2,645
| Closed | -$226K | – | 181 |
|
|
2021
Q4 | $226K | Sell |
2,645
-1,372
| -34% | -$117K | 0.03% | 131 |
|
|
2021
Q3 | $346K | Buy |
4,017
+2
| +0% | +$172 | 0.05% | 103 |
|
|
2021
Q2 | $346K | Sell |
4,015
-3,416
| -46% | -$294K | 0.05% | 98 |
|
|
2021
Q1 | $641K | Sell |
7,431
-1,938
| -21% | -$167K | 0.1% | 74 |
|
|
2020
Q4 | $809K | Buy |
9,369
+3,120
| +50% | +$269K | 0.13% | 64 |
|
|
2020
Q3 | $541K | Buy |
+6,249
| New | +$541K | 0.1% | 70 |
|