Graves Light Lenhart 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-124
| Closed | -$10K | – | 523 |
|
|
2022
Q2 | $10K | Hold |
124
| – | – | ﹤0.01% | 484 |
|
|
2022
Q1 | $10K | Hold |
124
| – | – | ﹤0.01% | 545 |
|
|
2021
Q4 | $11K | Hold |
124
| – | – | ﹤0.01% | 593 |
|
|
2021
Q3 | $11K | Hold |
124
| – | – | ﹤0.01% | 551 |
|
|
2021
Q2 | $11K | Hold |
124
| – | – | ﹤0.01% | 551 |
|
|
2021
Q1 | $11K | Buy |
124
+4
| +3% | +$355 | ﹤0.01% | 562 |
|
|
2020
Q4 | $10K | Buy |
+120
| New | +$10K | ﹤0.01% | 552 |
|