Bridge Advisory’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
Q3 | $914K | Buy |
10,998
+1,774
| +19% | +$148K | 0.44% | 56 |
|
|
2024
Q2 | $753K | Sell |
9,224
-934
| -9% | -$76.3K | 0.37% | 59 |
|
|
2024
Q1 | $831K | Sell |
10,158
-433
| -4% | -$35.4K | 0.41% | 63 |
|
|
2023
Q4 | $869K | Sell |
10,591
-15,474
| -59% | -$1.27M | 0.44% | 59 |
|
|
2023
Q3 | $2.11M | Sell |
26,065
-7,934
| -23% | -$642K | 0.74% | 38 |
|
|
2023
Q2 | $2.76M | Sell |
33,999
-6,640
| -16% | -$538K | 1.01% | 23 |
|
|
2023
Q1 | $3.34M | Buy |
40,639
+2,071
| +5% | +$170K | 1.29% | 18 |
|
|
2022
Q4 | $3.13M | Sell |
38,568
-33,732
| -47% | -$2.74M | 1.31% | 17 |
|
|
2022
Q3 | $5.87M | Sell |
72,300
-8,504
| -11% | -$691K | 2.86% | 8 |
|
|
2022
Q2 | $6.68M | Sell |
80,804
-26,095
| -24% | -$2.16M | 3.22% | 6 |
|
|
2022
Q1 | $8.91M | Sell |
106,899
-52,658
| -33% | -$4.39M | 3.89% | 6 |
|
|
2021
Q4 | $13.6M | Sell |
159,557
-22,143
| -12% | -$1.89M | 6.17% | 3 |
|
|
2021
Q3 | $15.7M | Sell |
181,700
-768
| -0.4% | -$66.2K | 7.71% | 3 |
|
|
2021
Q2 | $15.7M | Sell |
182,468
-20,009
| -10% | -$1.72M | 8.01% | 3 |
|
|
2021
Q1 | $17.5M | Sell |
202,477
-42,877
| -17% | -$3.7M | 10.84% | 3 |
|
|
2020
Q4 | $21.2M | Buy |
+245,354
| New | +$21.2M | 9.99% | 2 |
|