GenWealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-170,956
| Closed | -$13.8M | – | 73 |
|
|
2023
Q3 | $13.8M | Buy |
+170,956
| New | +$13.8M | 4.2% | 10 |
|
|
2022
Q4 | – | Sell |
-851,605
| Closed | -$69.2M | – | 72 |
|
|
2022
Q3 | $69.2M | Sell |
851,605
-41,242
| -5% | -$3.35M | 23.42% | 1 |
|
|
2022
Q2 | $73.9M | Buy |
+892,847
| New | +$73.9M | 23.64% | 1 |
|
|
2021
Q2 | – | Sell |
-325,854
| Closed | -$28.1M | – | 67 |
|
|
2021
Q1 | $28.1M | Buy |
+325,854
| New | +$28.1M | 8.92% | 3 |
|
|
2020
Q2 | – | Sell |
-163,582
| Closed | -$14.2M | – | 73 |
|
|
2020
Q1 | $14.2M | Buy |
+163,582
| New | +$14.2M | 6.18% | 5 |
|
|
2019
Q3 | – | Sell |
-142,957
| Closed | -$12.1M | – | 68 |
|
|
2019
Q2 | $12.1M | Buy |
+142,957
| New | +$12.1M | 5.16% | 10 |
|
|
2019
Q1 | – | Sell |
-268,901
| Closed | -$22.5M | – | 63 |
|
|
2018
Q4 | $22.5M | Buy |
+268,901
| New | +$22.5M | 11.19% | 2 |
|