Catalyst Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,911
| Closed | -$399K | – | 251 |
|
|
2024
Q1 | $399K | Buy |
4,911
+400
| +9% | +$32.5K | 0.1% | 134 |
|
|
2023
Q4 | $370K | Sell |
4,511
-924
| -17% | -$75.8K | 0.1% | 134 |
|
|
2023
Q3 | $440K | Buy |
5,435
+700
| +15% | +$56.7K | 0.14% | 108 |
|
|
2023
Q2 | $384K | Buy |
4,735
+1,880
| +66% | +$152K | 0.14% | 108 |
|
|
2023
Q1 | $235K | Buy |
+2,855
| New | +$235K | 0.1% | 157 |
|