Drive 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
Q3 | – | Sell |
-8,273
| Closed | -$675K | – | 353 |
|
|
2024
Q2 | $675K | Sell |
8,273
-2,395
| -22% | -$196K | 0.18% | 98 |
|
|
2024
Q1 | $872K | Sell |
10,668
-12,760
| -54% | -$1.04M | 0.24% | 81 |
|
|
2023
Q4 | $1.92M | Sell |
23,428
-1,174
| -5% | -$96.3K | 0.62% | 27 |
|
|
2023
Q3 | $1.99M | Buy |
24,602
+7,052
| +40% | +$571K | 0.73% | 30 |
|
|
2023
Q2 | $1.42M | Sell |
17,550
-2,567
| -13% | -$208K | 0.53% | 40 |
|
|
2023
Q1 | $1.65M | Buy |
+20,117
| New | +$1.65M | 0.69% | 34 |
|
|
2022
Q4 | – | Sell |
-5,750
| Closed | -$467K | – | 264 |
|
|
2022
Q3 | $467K | Sell |
5,750
-1,885
| -25% | -$153K | 0.44% | 61 |
|
|
2022
Q2 | $632K | Sell |
7,635
-5,446
| -42% | -$451K | 0.58% | 43 |
|
|
2022
Q1 | $1.09M | Buy |
13,081
+2,002
| +18% | +$167K | 0.92% | 26 |
|
|
2021
Q4 | $948K | Buy |
+11,079
| New | +$948K | 0.83% | 22 |
|