Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-220
| Closed | -$19K | – | 289 |
|
|
2021
Q4 | $19K | Buy |
+220
| New | +$19K | 0.01% | 251 |
|
|
2021
Q2 | $19K | Hold |
220
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $19K | Buy |
+220
| New | +$19K | 0.01% | 220 |
|
|
2020
Q3 | $49K | Hold |
568
| – | – | 0.04% | 133 |
|
|
2020
Q2 | $49K | Buy |
+568
| New | +$49K | 0.04% | 133 |
|