Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-90
| Closed | -$7K | – | 637 |
|
|
2022
Q2 | $7K | Sell |
90
-190
| -68% | -$14.8K | 0.01% | 404 |
|
|
2022
Q1 | $23K | Sell |
280
-3,335
| -92% | -$274K | 0.02% | 285 |
|
|
2021
Q4 | $309K | Sell |
3,615
-4,555
| -56% | -$389K | 0.19% | 94 |
|
|
2021
Q3 | $704K | Sell |
8,170
-4,615
| -36% | -$398K | 0.45% | 50 |
|
|
2021
Q2 | $1.1M | Sell |
12,785
-6,801
| -35% | -$586K | 0.68% | 35 |
|
|
2021
Q1 | $1.69M | Sell |
19,586
-3,385
| -15% | -$292K | 1.1% | 21 |
|
|
2020
Q4 | $1.98M | Buy |
+22,971
| New | +$1.98M | 1.33% | 17 |
|