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 |
|