Everett Harris & Co’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
Q4 | – | Sell |
-3,277
| Closed | -$265K | – | 271 |
|
|
2023
Q3 | $265K | Hold |
3,277
| – | – | ﹤0.01% | 219 |
|
|
2023
Q2 | $266K | Hold |
3,277
| – | – | ﹤0.01% | 221 |
|
|
2023
Q1 | $269K | Hold |
3,277
| – | – | ﹤0.01% | 223 |
|
|
2022
Q4 | $266K | Sell |
3,277
-178
| -5% | -$14.4K | ﹤0.01% | 224 |
|
|
2022
Q3 | $281K | Buy |
+3,455
| New | +$281K | 0.01% | 214 |
|