Capstone Triton Financial Group’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
Q4 | – | Sell |
-2,435
| Closed | -$202K | – | 112 |
|
|
2024
Q3 | $202K | Sell |
2,435
-200
| -8% | -$16.6K | 0.13% | 106 |
|
|
2024
Q2 | $215K | Hold |
2,635
| – | – | 0.15% | 93 |
|
|
2024
Q1 | $215K | Hold |
2,635
| – | – | 0.15% | 94 |
|
|
2023
Q4 | $216K | Hold |
2,635
| – | – | 0.16% | 100 |
|
|
2023
Q3 | $213K | Hold |
2,635
| – | – | 0.16% | 98 |
|
|
2023
Q2 | $214K | Hold |
2,635
| – | – | 0.15% | 99 |
|
|
2023
Q1 | $216K | Hold |
2,635
| – | – | 0.16% | 93 |
|
|
2022
Q4 | $214K | Buy |
+2,635
| New | +$214K | 0.17% | 94 |
|