Column Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.39M | Buy |
17,223
+995
| +6% | +$80.6K | 0.21% | 49 |
|
|
2023
Q2 | $1.32M | Sell |
16,228
-1,082
| -6% | -$87.7K | 0.19% | 51 |
|
|
2023
Q1 | $1.42M | Hold |
17,310
| – | – | 0.21% | 44 |
|
|
2022
Q4 | $1.41M | Sell |
17,310
-10,971
| -39% | -$891K | 0.23% | 42 |
|
|
2022
Q3 | $2.3M | Buy |
28,281
+4,521
| +19% | +$367K | 0.48% | 31 |
|
|
2022
Q2 | $1.97M | Buy |
23,760
+21,181
| +821% | +$1.75M | 0.38% | 34 |
|
|
2022
Q1 | $215K | Sell |
2,579
-7,871
| -75% | -$656K | 0.04% | 128 |
|
|
2021
Q4 | $894K | Sell |
10,450
-8,750
| -46% | -$749K | 0.17% | 53 |
|
|
2021
Q3 | $1.65M | Hold |
19,200
| – | – | 0.35% | 33 |
|
|
2021
Q2 | $1.65M | Hold |
19,200
| – | – | 0.35% | 34 |
|
|
2021
Q1 | $1.66M | Buy |
19,200
+1,800
| +10% | +$155K | 0.37% | 33 |
|
|
2020
Q4 | $1.5M | Buy |
+17,400
| New | +$1.5M | 0.38% | 29 |
|