Garden State Investment Advisory Services’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
Q3 | – | Sell |
-2,654
| Closed | -$217K | – | 246 |
|
|
2024
Q2 | $217K | Sell |
2,654
-908
| -25% | -$74.2K | 0.07% | 203 |
|
|
2024
Q1 | $292K | Sell |
3,562
-151
| -4% | -$12.4K | 0.11% | 175 |
|
|
2023
Q4 | $305K | Sell |
3,713
-586
| -14% | -$48.1K | 0.12% | 153 |
|
|
2023
Q3 | $348K | Sell |
4,299
-915
| -18% | -$74.1K | 0.16% | 123 |
|
|
2023
Q2 | $423K | Sell |
5,214
-1,184
| -19% | -$96K | 0.17% | 108 |
|
|
2023
Q1 | $526K | Buy |
6,398
+1,493
| +30% | +$123K | 0.23% | 80 |
|
|
2022
Q4 | $398K | Buy |
+4,905
| New | +$398K | 0.24% | 101 |
|