Center for Financial Planning’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 |
-324
| Closed | -$26.3K | – | 570 |
|
|
2023
Q2 | $26.3K | Buy |
+324
| New | +$26.3K | 0.01% | 301 |
|
|
2022
Q1 | – | Sell |
-74
| Closed | -$6K | – | 572 |
|
|
2021
Q4 | $6K | Buy |
+74
| New | +$6K | ﹤0.01% | 423 |
|
|
2021
Q3 | – | Sell |
-19
| Closed | -$2K | – | 524 |
|
|
2021
Q2 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 462 |
|
|
2020
Q2 | – | Sell |
-189
| Closed | -$16K | – | 557 |
|
|
2020
Q1 | $16K | Buy |
+189
| New | +$16K | 0.01% | 276 |
|