Burleson & Co’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
2022
Q4
$461K Sell
2022
Q3
$466K Buy
2022
Q2
$73K Sell
2022
Q1
$91K Sell
2021
Q4
$160K Buy
2021
Q3
$88K Sell
2021
Q2
$100K Sell
2021
Q1
$279K Sell
2020
Q4
$2.26M Buy
2020
Q3
$2.21M Sell
2020
Q2
$2.77M Sell
2020
Q1
$3.34M Sell
2019
Q4
$5.27M Buy
2019
Q3
$5.09M Buy
2019
Q2
$482K Buy
2019
Q1
$475K Buy
2018
Q4
$430K Sell
2018
Q3
$481K Buy