Core Wealth Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $8.48M | Sell |
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2024
Q1 | $8.54M | Buy |
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|
2023
Q4 | $8.32M | Sell |
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|
2023
Q3 | $8.41M | Sell |
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|
2023
Q2 | $15.2M | Buy |
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|
2023
Q1 | $11.2M | Buy |
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|
2022
Q4 | $2.76M | Buy |
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|
2022
Q3 | $2.07M | Sell |
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|
2022
Q2 | $6.02M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $61K | Sell |
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|
2020
Q4 | $70K | Buy |
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|
2020
Q3 | $38K | Hold |
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|
2020
Q2 | $38K | Buy |
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