Greenup Street 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
Q2 | – | Sell |
-79,938
| Closed | -$6.54M | – | 92 |
|
|
2024
Q1 | $6.54M | Sell |
79,938
-8,297
| -9% | -$679K | 1.64% | 13 |
|
|
2023
Q4 | $7.24M | Sell |
88,235
-8,094
| -8% | -$664K | 2.01% | 12 |
|
|
2023
Q3 | $7.8M | Sell |
96,329
-53,248
| -36% | -$4.31M | 2.55% | 9 |
|
|
2023
Q2 | $12.1M | Sell |
149,577
-13,305
| -8% | -$1.08M | 3.31% | 7 |
|
|
2023
Q1 | $13.4M | Buy |
+162,882
| New | +$13.4M | 4.7% | 5 |
|