Family 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
Q1 | – | Sell |
-1,774
| Closed | -$146K | – | 192 |
|
|
2023
Q4 | $146K | Buy |
1,774
+186
| +12% | +$15.3K | 0.03% | 140 |
|
|
2023
Q3 | $129K | Buy |
1,588
+732
| +86% | +$59.3K | 0.03% | 134 |
|
|
2023
Q2 | $69.4K | Sell |
856
-224,899
| -100% | -$18.2M | 0.02% | 148 |
|
|
2023
Q1 | $18.5M | Sell |
225,755
-99,379
| -31% | -$8.16M | 4.27% | 3 |
|
|
2022
Q4 | $26.4M | Buy |
325,134
+324,277
| +37,839% | +$26.3M | 6.43% | 3 |
|
|
2022
Q3 | $70K | Buy |
857
+159
| +23% | +$13K | 0.02% | 141 |
|
|
2022
Q2 | $58K | Buy |
+698
| New | +$58K | 0.02% | 155 |
|
|
2019
Q3 | – | Sell |
-418
| Closed | -$35K | – | 193 |
|
|
2019
Q2 | $35K | Buy |
+418
| New | +$35K | 0.01% | 159 |
|