Falcon Wealth Planning’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 |
-6,763
| Closed | -$553K | – | 140 |
|
|
2024
Q1 | $553K | Sell |
6,763
-1,578
| -19% | -$129K | 0.09% | 77 |
|
|
2023
Q4 | $684K | Sell |
8,341
-1,147
| -12% | -$94.1K | 0.12% | 61 |
|
|
2023
Q3 | $768K | Sell |
9,488
-3,345
| -26% | -$271K | 0.17% | 47 |
|
|
2023
Q2 | $1.04M | Sell |
12,833
-1,653
| -11% | -$134K | 0.23% | 40 |
|
|
2023
Q1 | $1.19M | Sell |
14,486
-2,754
| -16% | -$226K | 0.3% | 36 |
|
|
2022
Q4 | $1.4M | Buy |
17,240
+238
| +1% | +$19.3K | 0.4% | 29 |
|
|
2022
Q3 | $1.38M | Sell |
17,002
-6,429
| -27% | -$522K | 0.46% | 22 |
|
|
2022
Q2 | $1.94M | Buy |
+23,431
| New | +$1.94M | 0.66% | 22 |
|