Defined 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,956
| Closed | -$1.54M | – | 111 |
|
|
2022
Q4 | $1.54M | Buy |
18,956
+2,754
| +17% | +$224K | 1.45% | 19 |
|
|
2022
Q3 | $1.32M | Sell |
16,202
-1,437
| -8% | -$117K | 1.43% | 21 |
|
|
2022
Q2 | $1.46M | Buy |
17,639
+11,690
| +197% | +$968K | 1.5% | 19 |
|
|
2022
Q1 | $496K | Sell |
5,949
-3,974
| -40% | -$331K | 0.44% | 50 |
|
|
2021
Q4 | $849K | Buy |
9,923
+4,014
| +68% | +$343K | 0.69% | 32 |
|
|
2021
Q3 | $509K | Buy |
5,909
+371
| +7% | +$32K | 0.45% | 48 |
|
|
2021
Q2 | $477K | Buy |
5,538
+614
| +12% | +$52.9K | 0.42% | 54 |
|
|
2021
Q1 | $425K | Buy |
+4,924
| New | +$425K | 0.4% | 57 |
|