Compton Wealth Advisory Group’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
Q4 | – | Sell |
-13,933
| Closed | -$1.16M | – | 111 |
|
|
2024
Q3 | $1.16M | Sell |
13,933
-299
| -2% | -$24.9K | 0.29% | 57 |
|
|
2024
Q2 | $1.16M | Sell |
14,232
-7,370
| -34% | -$602K | 0.31% | 53 |
|
|
2024
Q1 | $1.77M | Buy |
+21,602
| New | +$1.77M | 0.48% | 44 |
|
|
2021
Q2 | – | Sell |
-5,128
| Closed | -$442K | – | 75 |
|
|
2021
Q1 | $442K | Buy |
+5,128
| New | +$442K | 0.25% | 63 |
|