Focused 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
Q1 | – | Sell |
-5
| Closed | -$410 | – | 786 |
|
|
2023
Q4 | $410 | Hold |
5
| – | – | ﹤0.01% | 898 |
|
|
2023
Q3 | $405 | Hold |
5
| – | – | ﹤0.01% | 895 |
|
|
2023
Q2 | $405 | Hold |
5
| – | – | ﹤0.01% | 909 |
|
|
2023
Q1 | $411 | Buy |
+5
| New | +$411 | ﹤0.01% | 918 |
|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$167K | – | 1000 |
|
|
2022
Q1 | $167K | Buy |
+2,000
| New | +$167K | 0.03% | 161 |
|
|
2014
Q4 | – | Sell |
-20
| Closed | -$2K | – | 689 |
|
|
2014
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 599 |
|