Hayden Royal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $150K | Buy |
+1,755
| New | +$150K | 0.35% | 99 |
|
|
2021
Q3 | – | Sell |
-2,792
| Closed | -$241K | – | 177 |
|
|
2021
Q2 | $241K | Sell |
2,792
-2,866
| -51% | -$247K | 0.13% | 161 |
|
|
2021
Q1 | $488K | Buy |
+5,658
| New | +$488K | 0.28% | 85 |
|
|
2020
Q4 | – | Sell |
-3,601
| Closed | -$311K | – | 537 |
|
|
2020
Q3 | $311K | Buy |
+3,601
| New | +$311K | 0.17% | 138 |
|
|
2020
Q2 | – | Sell |
-26,975
| Closed | -$2.34M | – | 240 |
|
|
2020
Q1 | $2.34M | Buy |
+26,975
| New | +$2.34M | 1.38% | 14 |
|
|
2019
Q4 | – | Sell |
-4,791
| Closed | -$406K | – | 242 |
|
|
2019
Q3 | $406K | Buy |
4,791
+986
| +26% | +$83.6K | 0.36% | 92 |
|
|
2019
Q2 | $322K | Buy |
3,805
+415
| +12% | +$35.1K | 0.34% | 96 |
|
|
2019
Q1 | $285K | Sell |
3,390
-11,914
| -78% | -$1M | 0.37% | 86 |
|
|
2018
Q4 | $1.28M | Buy |
+15,304
| New | +$1.28M | 0.65% | 41 |
|