Delap Wealth Advisory’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
Q2 | – | Sell |
-2,697
| Closed | -$221K | – | 259 |
|
|
2024
Q1 | $221K | Sell |
2,697
-3,451
| -56% | -$282K | 0.09% | 222 |
|
|
2023
Q4 | $504K | Buy |
6,148
+3,076
| +100% | +$252K | 0.23% | 52 |
|
|
2023
Q3 | $249K | Buy |
3,072
+81
| +3% | +$6.56K | 0.24% | 43 |
|
|
2023
Q2 | $243K | Sell |
2,991
-534
| -15% | -$43.3K | 0.24% | 39 |
|
|
2023
Q1 | $290K | Buy |
3,525
+134
| +4% | +$11K | 0.3% | 39 |
|
|
2022
Q4 | $275K | Buy |
+3,391
| New | +$275K | 0.29% | 55 |
|