FirstPurpose Wealth’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 | $1.74M | Buy |
21,458
+11,585
| +117% | +$939K | 0.63% | 24 |
|
|
2023
Q4 | $810K | Sell |
9,873
-10,217
| -51% | -$838K | 0.31% | 58 |
|
|
2023
Q3 | $1.63M | Buy |
+20,090
| New | +$1.63M | 0.7% | 26 |
|
|
2023
Q2 | – | Sell |
-18,346
| Closed | -$1.51M | – | 204 |
|
|
2023
Q1 | $1.51M | Buy |
+18,346
| New | +$1.51M | 0.74% | 26 |
|
|
2022
Q4 | – | Sell |
-27,442
| Closed | -$2.23M | – | 190 |
|
|
2022
Q3 | $2.23M | Sell |
27,442
-3,067
| -10% | -$249K | 1.47% | 17 |
|
|
2022
Q2 | $2.53M | Buy |
30,509
+3,912
| +15% | +$324K | 1.7% | 14 |
|
|
2022
Q1 | $2.22M | Buy |
26,597
+14,892
| +127% | +$1.24M | 1.73% | 15 |
|
|
2021
Q4 | $1M | Buy |
+11,705
| New | +$1M | 0.63% | 26 |
|