Consolidated Planning Corp’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 |
-16,304
| Closed | -$1.34M | – | 196 |
|
|
2023
Q4 | $1.34M | Sell |
16,304
-7,769
| -32% | -$637K | 0.25% | 80 |
|
|
2023
Q3 | $1.95M | Buy |
24,073
+661
| +3% | +$53.5K | 0.43% | 62 |
|
|
2023
Q2 | $1.9M | Sell |
23,412
-32,003
| -58% | -$2.59M | 0.4% | 63 |
|
|
2023
Q1 | $4.55M | Buy |
55,415
+7,728
| +16% | +$635K | 1.18% | 22 |
|
|
2022
Q4 | $3.87M | Buy |
47,687
+8,844
| +23% | +$718K | 1.07% | 28 |
|
|
2022
Q3 | $3.15M | Sell |
38,843
-1,293
| -3% | -$105K | 0.98% | 34 |
|
|
2022
Q2 | $3.32M | Buy |
+40,136
| New | +$3.32M | 1.04% | 28 |
|