Channel Wealth’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 |
-8,198
| Closed | -$669K | – | 176 |
|
|
2024
Q2 | $669K | Sell |
8,198
-543
| -6% | -$44.3K | 0.24% | 78 |
|
|
2024
Q1 | $715K | Sell |
8,741
-437
| -5% | -$35.7K | 0.29% | 71 |
|
|
2023
Q4 | $753K | Sell |
9,178
-7,879
| -46% | -$646K | 0.36% | 69 |
|
|
2023
Q3 | $1.38M | Sell |
17,057
-29,358
| -63% | -$2.38M | 0.77% | 42 |
|
|
2023
Q2 | $3.76M | Sell |
46,415
-7,695
| -14% | -$624K | 2.16% | 5 |
|
|
2023
Q1 | $4.45M | Buy |
+54,110
| New | +$4.45M | 2.86% | 3 |
|