Finer 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
Q4 | – | Sell |
-6,152
| Closed | -$661K | – | 84 |
|
|
2024
Q3 | $661K | Buy |
+6,152
| New | +$661K | 0.41% | 47 |
|
|
2024
Q1 | – | Sell |
-3,164
| Closed | -$260K | – | 82 |
|
|
2023
Q4 | $260K | Sell |
3,164
-617
| -16% | -$50.6K | 0.19% | 70 |
|
|
2023
Q3 | $306K | Sell |
3,781
-1,760
| -32% | -$143K | 0.24% | 63 |
|
|
2023
Q2 | $449K | Sell |
5,541
-1,346
| -20% | -$109K | 0.35% | 55 |
|
|
2023
Q1 | $566K | Sell |
6,887
-2,379
| -26% | -$195K | 0.48% | 52 |
|
|
2022
Q4 | $752K | Sell |
9,266
-11,142
| -55% | -$904K | 0.7% | 39 |
|
|
2022
Q3 | $1.66M | Sell |
20,408
-6,439
| -24% | -$523K | 1.63% | 21 |
|
|
2022
Q2 | $2.22M | Sell |
26,847
-2,866
| -10% | -$237K | 2.03% | 17 |
|
|
2022
Q1 | $2.48M | Buy |
29,713
+3,939
| +15% | +$328K | 2.02% | 16 |
|
|
2021
Q4 | $2.21M | Buy |
+25,774
| New | +$2.21M | 1.83% | 19 |
|