Bromfield Sneider Wealth Advisors’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 | $652K | Hold |
7,969
| – | – | 0.4% | 25 |
|
|
2023
Q4 | $654K | Buy |
7,969
+6
| +0.1% | +$492 | 0.44% | 23 |
|
|
2023
Q3 | $645K | Buy |
7,963
+21
| +0.3% | +$1.7K | 0.49% | 21 |
|
|
2023
Q2 | $644K | Buy |
7,942
+18
| +0.2% | +$1.46K | 0.51% | 18 |
|
|
2023
Q1 | $651K | Buy |
7,924
+10
| +0.1% | +$822 | 0.55% | 18 |
|
|
2022
Q4 | $642K | Buy |
7,914
+19
| +0.2% | +$1.54K | 0.6% | 17 |
|
|
2022
Q3 | $641K | Buy |
7,895
+9
| +0.1% | +$731 | 0.76% | 13 |
|
|
2022
Q2 | $653K | Buy |
7,886
+4
| +0.1% | +$331 | 0.79% | 12 |
|
|
2022
Q1 | $657K | Buy |
7,882
+2
| +0% | +$167 | 0.69% | 11 |
|
|
2021
Q4 | $674K | Buy |
+7,880
| New | +$674K | 0.69% | 11 |
|