CW
Connectus Wealth’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.88M | Sell |
84,108
-469,305
| -85% | -$38.4M | 0.19% | 106 |
|
|
2023
Q4 | $45.5M | Sell |
553,413
-29,429
| -5% | -$2.42M | 0.93% | 21 |
|
|
2023
Q3 | $47.2M | Sell |
582,842
-13,877
| -2% | -$1.12M | 1.05% | 16 |
|
|
2023
Q2 | $48.4M | Buy |
596,719
+152,105
| +34% | +$12.3M | 1.11% | 19 |
|
|
2023
Q1 | $36.6M | Buy |
444,614
+73,654
| +20% | +$6.06M | 0.9% | 26 |
|
|
2022
Q4 | $30.2M | Buy |
370,960
+22,899
| +7% | +$1.86M | 0.71% | 41 |
|
|
2022
Q3 | $28.3M | Buy |
348,061
+323,001
| +1,289% | +$26.2M | 0.59% | 43 |
|
|
2022
Q2 | $2.08M | Sell |
25,060
-34,232
| -58% | -$2.84M | 0.05% | 206 |
|
|
2022
Q1 | $5.07M | Buy |
+59,292
| New | +$5.07M | 0.16% | 103 |
|