Gray 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
Q4 | $201K | Sell |
2,451
-235
| -9% | -$19.3K | 0.08% | 130 |
|
|
2024
Q3 | $223K | Hold |
2,686
| – | – | 0.09% | 127 |
|
|
2024
Q2 | $219K | Hold |
2,686
| – | – | 0.09% | 127 |
|
|
2024
Q1 | $220K | Hold |
2,686
| – | – | 0.1% | 128 |
|
|
2023
Q4 | $220K | Sell |
2,686
-60
| -2% | -$4.92K | 0.11% | 118 |
|
|
2023
Q3 | $222K | Sell |
2,746
-494
| -15% | -$40K | 0.11% | 109 |
|
|
2023
Q2 | $263K | Hold |
3,240
| – | – | 0.13% | 99 |
|
|
2023
Q1 | $266K | Buy |
3,240
+435
| +16% | +$35.7K | 0.15% | 99 |
|
|
2022
Q4 | $228K | Buy |
+2,805
| New | +$228K | 0.13% | 103 |
|