Consilio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,550
| Closed | -$1.52M | – | 65 |
|
|
2023
Q4 | $1.52M | Buy |
18,550
+454
| +3% | +$37.2K | 0.77% | 19 |
|
|
2023
Q3 | $1.46M | Buy |
18,096
+448
| +3% | +$36.1K | 0.85% | 20 |
|
|
2023
Q2 | $1.43M | Buy |
17,648
+412
| +2% | +$33.4K | 0.79% | 22 |
|
|
2023
Q1 | $1.42M | Buy |
17,236
+2,396
| +16% | +$197K | 0.8% | 25 |
|
|
2022
Q4 | $1.2M | Buy |
14,840
+197
| +1% | +$16K | 0.77% | 23 |
|
|
2022
Q3 | $1.19M | Buy |
+14,643
| New | +$1.19M | 0.93% | 21 |
|