Halpern Financial’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
Q3 | $1.66K | Buy |
+20
| New | +$1.66K | ﹤0.01% | 209 |
|
|
2024
Q1 | – | Sell |
-756
| Closed | -$62K | – | 242 |
|
|
2023
Q4 | $62K | Buy |
+756
| New | +$62K | 0.02% | 85 |
|
|
2023
Q3 | – | Sell |
-800
| Closed | -$64.9K | – | 257 |
|
|
2023
Q2 | $64.9K | Hold |
800
| – | – | 0.02% | 73 |
|
|
2023
Q1 | $65.7K | Buy |
+800
| New | +$65.7K | 0.02% | 72 |
|