Consolidated Portfolio Review 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
Q4
Sell
-12,103
Closed -$1.01M 390
2024
Q3
$1.01M Sell
12,103
-2
-0% -$166 0.22% 117
2024
Q2
$988K Sell
12,105
-52
-0.4% -$4.25K 0.23% 108
2024
Q1
$994K Sell
12,157
-197
-2% -$16.1K 0.26% 101
2023
Q4
$1.01M Buy
12,354
+836
+7% +$68.6K 0.23% 109
2023
Q3
$933K Hold
11,518
0.23% 113
2023
Q2
$934K Sell
11,518
-111
-1% -$9K 0.22% 115
2023
Q1
$955K Buy
+11,629
New +$955K 0.26% 97