Curi Wealth Management’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 |
-584,098
| Closed | -$47.9M | – | 128 |
|
|
2023
Q4 | $47.9M | Buy |
584,098
+14,816
| +3% | +$1.22M | 6.62% | 3 |
|
|
2023
Q3 | $46.1M | Sell |
569,282
-45,135
| -7% | -$3.65M | 7.07% | 3 |
|
|
2023
Q2 | $49.8M | Buy |
614,417
+87,985
| +17% | +$7.13M | 6.73% | 3 |
|
|
2023
Q1 | $43.3M | Buy |
526,432
+479,613
| +1,024% | +$39.4M | 6.22% | 3 |
|
|
2022
Q4 | $3.8M | Buy |
+46,819
| New | +$3.8M | 0.53% | 47 |
|