Hamilton 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
2024
Q3
$3.83M Sell
46,031
-10,169
-18% -$846K 0.94% 29
2024
Q2
$4.59M Buy
56,200
+641
+1% +$52.3K 1.23% 27
2024
Q1
$4.54M Buy
55,559
+4,164
+8% +$341K 1.42% 23
2023
Q4
$4.22M Buy
51,395
+2,351
+5% +$193K 1.33% 24
2023
Q3
$3.97M Buy
49,044
+38,038
+346% +$3.08M 1.42% 19
2023
Q2
$892K Sell
11,006
-3,700
-25% -$300K 0.31% 43
2023
Q1
$1.21M Buy
+14,706
New +$1.21M 0.43% 39
2021
Q1
Sell
-3,385
Closed -$292K 60
2020
Q4
$292K Buy
+3,385
New +$292K 0.15% 47