Cedar Brook 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,589
| Closed | -$291K | – | 416 |
|
|
2023
Q2 | $291K | Sell |
3,589
-195
| -5% | -$15.8K | 0.07% | 287 |
|
|
2023
Q1 | $311K | Buy |
3,784
+915
| +32% | +$75.2K | 0.08% | 265 |
|
|
2022
Q4 | $233K | Sell |
2,869
-7,847
| -73% | -$637K | 0.07% | 314 |
|
|
2022
Q3 | $870K | Sell |
10,716
-2,593
| -19% | -$211K | 0.28% | 91 |
|
|
2022
Q2 | $1.1M | Buy |
13,309
+2,352
| +21% | +$195K | 0.35% | 77 |
|
|
2022
Q1 | $913K | Buy |
10,957
+5,453
| +99% | +$454K | 0.24% | 99 |
|
|
2021
Q4 | $471K | Sell |
5,504
-6,565
| -54% | -$562K | 0.12% | 191 |
|
|
2021
Q3 | $1.04M | Sell |
12,069
-672
| -5% | -$57.9K | 0.31% | 85 |
|
|
2021
Q2 | $1.1M | Sell |
12,741
-3,498
| -22% | -$301K | 0.32% | 85 |
|
|
2021
Q1 | $1.4M | Buy |
16,239
+3,986
| +33% | +$344K | 0.49% | 50 |
|
|
2020
Q4 | $1.06M | Buy |
12,253
+1,608
| +15% | +$139K | 0.37% | 70 |
|
|
2020
Q3 | $921K | Buy |
10,645
+3,540
| +50% | +$306K | 0.36% | 73 |
|
|
2020
Q2 | $615K | Buy |
7,105
+4,473
| +170% | +$387K | 0.27% | 109 |
|
|
2020
Q1 | $228K | Buy |
+2,632
| New | +$228K | 0.13% | 206 |
|
|
2019
Q2 | – | Sell |
-2,698
| Closed | -$227K | – | 309 |
|
|
2019
Q1 | $227K | Sell |
2,698
-1,357
| -33% | -$114K | 0.11% | 244 |
|
|
2018
Q4 | $339K | Buy |
+4,055
| New | +$339K | 0.21% | 160 |
|