GPA
Guidance Point Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,877
| Closed | -$963K | – | 76 |
|
|
2023
Q2 | $963K | Sell |
11,877
-13,311
| -53% | -$1.08M | 0.37% | 38 |
|
|
2023
Q1 | $2.07M | Buy |
25,188
+13,967
| +124% | +$1.15M | 0.83% | 25 |
|
|
2022
Q4 | $911K | Buy |
+11,221
| New | +$911K | 0.39% | 36 |
|
|
2021
Q4 | – | Sell |
-193
| Closed | -$16K | – | 350 |
|
|
2021
Q3 | $16K | Buy |
+193
| New | +$16K | 0.01% | 222 |
|