Certuity’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
Q3
Sell
-2,467
Closed -$201K 382
2024
Q2
$201K Sell
2,467
-322
-12% -$26.3K 0.02% 330
2024
Q1
$228K Hold
2,789
0.02% 283
2023
Q4
$229K Buy
2,789
+36
+1% +$2.95K 0.02% 292
2023
Q3
$223K Buy
2,753
+3
+0.1% +$243 0.03% 233
2023
Q2
$223K Buy
+2,750
New +$223K 0.03% 236
2021
Q1
Sell
-2,806
Closed -$242K 313
2020
Q4
$242K Buy
2,806
+4
+0.1% +$345 0.08% 180
2020
Q3
$242K Buy
2,802
+6
+0.2% +$518 0.1% 148
2020
Q2
$242K Buy
+2,796
New +$242K 0.11% 132