Danda Trouve Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $623K | Sell |
7,666
-142
| -2% | -$11.5K | 1.15% | 18 |
|
|
2022
Q2 | $646K | Sell |
7,808
-3,573
| -31% | -$296K | 0.99% | 20 |
|
|
2022
Q1 | $949K | Buy |
11,381
+6,241
| +121% | +$520K | 1.19% | 23 |
|
|
2021
Q4 | $440K | Sell |
5,140
-248
| -5% | -$21.2K | 0.5% | 28 |
|
|
2021
Q3 | $464K | Sell |
5,388
-4,410
| -45% | -$380K | 0.56% | 32 |
|
|
2021
Q2 | $844K | Sell |
9,798
-2,705
| -22% | -$233K | 1% | 32 |
|
|
2021
Q1 | $1.08M | Sell |
12,503
-8,191
| -40% | -$706K | 1.33% | 28 |
|
|
2020
Q4 | $1.79M | Buy |
20,694
+13,966
| +208% | +$1.21M | 2.18% | 19 |
|
|
2020
Q3 | $582K | Buy |
+6,728
| New | +$582K | 0.79% | 30 |
|